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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 | $203,110 | $143,969+41.1% | $199,883+1.6% | $82,637+145.8% |
| Participation rate | 97.0% | 84.1%+12.8pp | 86.8%+10.2pp | 68.1%+28.9pp |
| Annual return | 16.48% | 25.67%-9.2pp | 43.81%-27.3pp | 53.51%-37.0pp |
| Employer contribution / active EE | $4,354 | $4,632-6.0% | $6,261-30.5% | $2,552+70.6% |
| Participant deferral / active EE | $9,317 | $6,937+34.3% | $9,138+1.9% | $4,126+125.8% |
| Admin fee / account holder | $1,833 | $14,597-87.4% | $17,268-89.4% | $7,339-75.0% |