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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 | $215,881 | $95,404+126.3% | $113,397+90.4% | $82,637+161.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 16.37% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $5,779 | $2,307+150.5% | $2,977+94.1% | $2,552+126.4% |
| Participant deferral / active EE | $6,737 | $4,220+59.7% | $5,076+32.7% | $4,126+63.3% |
| Admin fee / account holder | $6,597 | $9,168-28.0% | $11,957-44.8% | $7,339-10.1% |