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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 | $215,358 | $86,949+147.7% | $102,460+110.2% | $80,959+166.0% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 14.78% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,347 | $2,370+83.5% | $3,025+43.7% | $2,757+57.7% |
| Participant deferral / active EE | $8,925 | $4,121+116.6% | $5,056+76.5% | $4,300+107.6% |
| Admin fee / account holder | $2,676 | $8,048-66.7% | $9,460-71.7% | $6,925-61.4% |