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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 | $206,453 | $114,712+80.0% | $173,730+18.8% | $87,485+136.0% |
| Participation rate | 87.5% | 73.0%+14.5pp | 79.6%+7.9pp | 68.9%+18.6pp |
| Annual return | 16.90% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $6,741 | $2,904+132.1% | $4,577+47.3% | $2,596+159.6% |
| Participant deferral / active EE | $12,590 | $4,642+171.2% | $6,326+99.0% | $4,274+194.6% |
| Admin fee / account holder | $10,866 | $10,210+6.4% | $17,523-38.0% | $7,775+39.8% |