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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 | $230,704 | $123,478+86.8% | $216,567+6.5% | $94,015+145.4% |
| Participation rate | 90.3% | 75.1%+15.2pp | 81.6%+8.7pp | 70.8%+19.5pp |
| Annual return | 12.55% | 23.61%-11.1pp | 12.94%-0.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $8,669 | $3,136+176.5% | $5,216+66.2% | $2,790+210.7% |
| Participant deferral / active EE | $5,093 | $4,556+11.8% | $6,191-17.7% | $4,249+19.9% |
| Admin fee / account holder | $6,044 | $12,753-52.6% | $21,981-72.5% | $8,951-32.5% |