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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 | $219,042 | $77,962+181.0% | $178,540+22.7% | $80,935+170.6% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 11.43% | 18.10%-6.7pp | 27.15%-15.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $4,926 | $2,280+116.0% | $3,953+24.6% | $2,757+78.7% |
| Participant deferral / active EE | $10,540 | $4,404+139.3% | $6,281+67.8% | $4,299+145.1% |
| Admin fee / account holder | $9,472 | $7,156+32.4% | $10,424-9.1% | $6,924+36.8% |