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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,129 | $136,860+56.5% | $120,344+77.9% | $154,746+38.4% |
| Participation rate | 85.0% | 79.9%+5.1pp | 76.7%+8.3pp | 80.7%+4.3pp |
| Annual return | 14.60% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,377 | $3,533+52.2% | $3,020+78.0% | $4,379+22.8% |
| Participant deferral / active EE | $19,467 | $5,793+236.0% | $5,135+279.1% | $6,730+189.2% |
| Admin fee / account holder | $19,693 | $15,393+27.9% | $12,742+54.6% | $14,365+37.1% |