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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 | $222,216 | $86,940+155.6% | $102,434+116.9% | $80,935+174.6% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 13.42% | 18.89%-5.5pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,588 | $2,370+51.4% | $3,023+18.7% | $2,757+30.2% |
| Participant deferral / active EE | $8,777 | $4,121+113.0% | $5,055+73.6% | $4,299+104.1% |
| Admin fee / account holder | $10,054 | $8,047+24.9% | $9,462+6.3% | $6,924+45.2% |