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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 | $138,312+54.8% | $122,979+74.1% | $155,188+38.0% |
| Participation rate | 85.0% | 80.2%+4.8pp | 77.2%+7.8pp | 80.8%+4.2pp |
| Annual return | 14.60% | 22.06%-7.5pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $5,377 | $3,530+52.3% | $3,062+75.6% | $4,248+26.6% |
| Participant deferral / active EE | $19,467 | $5,592+248.1% | $5,003+289.1% | $6,531+198.1% |
| Admin fee / account holder | $19,693 | $15,089+30.5% | $12,864+53.1% | $14,480+36.0% |