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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 | $222,773 | $97,550+128.4% | $120,344+85.1% | $87,485+154.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.7%+15.3pp | 68.9%+23.1pp |
| Annual return | 12.82% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,727 | $2,291+62.7% | $3,020+23.4% | $2,596+43.5% |
| Participant deferral / active EE | $8,004 | $4,230+89.2% | $5,135+55.9% | $4,274+87.3% |
| Admin fee / account holder | $9,329 | $9,543-2.2% | $12,742-26.8% | $7,775+20.0% |