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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 | $78,027+180.7% | $178,528+22.7% | $80,925+170.7% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 11.43% | 18.09%-6.7pp | 27.11%-15.7pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,926 | $2,281+115.9% | $3,950+24.7% | $2,756+78.7% |
| Participant deferral / active EE | $10,540 | $4,408+139.1% | $6,278+67.9% | $4,299+145.2% |
| Admin fee / account holder | $9,472 | $7,168+32.2% | $10,419-9.1% | $6,940+36.5% |