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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 | $115,931+78.1% | $185,441+11.3% | $86,983+137.3% |
| Participation rate | 87.5% | 73.6%+13.9pp | 80.3%+7.2pp | 69.5%+18.0pp |
| Annual return | 16.90% | 21.47%-4.6pp | 20.16%-3.3pp | 25.83%-8.9pp |
| Employer contribution / active EE | $6,741 | $2,937+129.5% | $4,672+44.3% | $2,584+160.8% |
| Participant deferral / active EE | $12,590 | $4,551+176.6% | $6,152+104.7% | $4,194+200.2% |
| Admin fee / account holder | $10,866 | $10,687+1.7% | $17,890-39.3% | $7,856+38.3% |