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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 | $106,864+100.7% | $147,318+45.6% | $82,637+159.5% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 14.59% | 27.49%-12.9pp | 70.43%-55.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,085 | $3,417-9.7% | $4,593-32.8% | $2,552+20.9% |
| Participant deferral / active EE | $11,136 | $6,496+71.4% | $7,906+40.9% | $4,126+169.9% |
| Admin fee / account holder | $13,604 | $8,415+61.7% | $13,708-0.8% | $7,339+85.4% |