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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 | $214,959 | $106,524+101.8% | $152,301+41.1% | $87,485+145.7% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 14.94% | 26.89%-11.9pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $4,129 | $3,371+22.5% | $4,624-10.7% | $2,596+59.0% |
| Participant deferral / active EE | $9,806 | $6,525+50.3% | $8,004+22.5% | $4,274+129.5% |
| Admin fee / account holder | $6,663 | $8,287-19.6% | $14,398-53.7% | $7,775-14.3% |