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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 | $230,818 | $181,896+26.9% | $156,551+47.4% | $273,972-15.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $10,985 | $6,248+75.8% | $5,501+99.7% | $4,869+125.6% |
| Participant deferral / active EE | $7,636 | $5,550+37.6% | $4,871+56.8% | $5,287+44.4% |
| Admin fee / account holder | $3,789 | $15,560-75.7% | $13,028-70.9% | $10,133-62.6% |