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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 | $246,851 | $100,970+144.5% | $96,576+155.6% | $137,256+79.8% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 17.82% | 38.16%-20.3pp | 38.47%-20.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,136 | $3,809-17.7% | $3,553-11.7% | $4,156-24.5% |
| Participant deferral / active EE | $9,620 | $8,286+16.1% | $7,956+20.9% | $6,407+50.2% |
| Admin fee / account holder | $4,409 | $11,312-61.0% | $11,381-61.3% | $12,270-64.1% |