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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 | $240,666 | $95,453+152.1% | $112,040+114.8% | $82,448+191.9% |
| Participation rate | 88.3% | 72.8%+15.6pp | 76.5%+11.8pp | 68.1%+20.3pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,004 | $2,318+115.9% | $2,954+69.4% | $2,551+96.1% |
| Participant deferral / active EE | $6,012 | $4,224+42.3% | $5,098+17.9% | $4,139+45.2% |
| Admin fee / account holder | $5,517 | $9,013-38.8% | $12,098-54.4% | $7,234-23.7% |