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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 | $229,300 | $89,515+156.2% | $103,486+121.6% | $80,935+183.3% |
| Participation rate | 87.0% | 76.0%+11.0pp | 80.5%+6.4pp | 67.7%+19.3pp |
| Annual return | 17.16% | 22.82%-5.7pp | 23.93%-6.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $11,501 | $4,015+186.4% | $4,679+145.8% | $2,757+317.2% |
| Participant deferral / active EE | $5,637 | $5,463+3.2% | $6,628-15.0% | $4,299+31.1% |
| Admin fee / account holder | $8,924 | $6,527+36.7% | $9,354-4.6% | $6,924+28.9% |