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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 | $100,194+140.2% | $122,979+95.7% | $86,983+176.7% |
| Participation rate | 88.3% | 73.0%+15.4pp | 77.2%+11.1pp | 69.5%+18.8pp |
| Annual return | 15.53% | 16.47%-0.9pp | 20.12%-4.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $5,004 | $2,326+115.2% | $3,062+63.4% | $2,584+93.6% |
| Participant deferral / active EE | $6,012 | $4,133+45.5% | $5,003+20.2% | $4,194+43.4% |
| Admin fee / account holder | $5,517 | $10,148-45.6% | $12,864-57.1% | $7,856-29.8% |