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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 | $216,963 | $106,749+103.2% | $145,433+49.2% | $82,448+163.2% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 17.10% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,039 | $3,444-11.8% | $4,554-33.3% | $2,551+19.1% |
| Participant deferral / active EE | $9,194 | $6,519+41.0% | $7,897+16.4% | $4,139+122.1% |
| Admin fee / account holder | $7,242 | $8,390-13.7% | $13,129-44.8% | $7,234+0.1% |