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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 | $214,423 | $99,875+114.7% | $146,866+46.0% | $86,983+146.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 14.59% | 28.10%-13.5pp | 102.85%-88.3pp | 25.83%-11.2pp |
| Employer contribution / active EE | $3,085 | $3,224-4.3% | $4,425-30.3% | $2,584+19.4% |
| Participant deferral / active EE | $11,136 | $6,322+76.1% | $7,759+43.5% | $4,194+165.5% |
| Admin fee / account holder | $13,604 | $7,838+73.6% | $13,620-0.1% | $7,856+73.2% |