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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 | $192,089 | $95,404+101.3% | $113,397+69.4% | $82,637+132.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.5%+14.4pp | 68.1%+22.9pp |
| Annual return | 16.94% | 19.08%-2.1pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,963 | $2,307+28.4% | $2,977-0.5% | $2,552+16.1% |
| Participant deferral / active EE | $7,411 | $4,220+75.6% | $5,076+46.0% | $4,126+79.6% |
| Admin fee / account holder | $9,945 | $9,168+8.5% | $11,957-16.8% | $7,339+35.5% |