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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 | $100,194+115.5% | $122,979+75.5% | $86,983+148.2% |
| Participation rate | 93.5% | 73.0%+20.6pp | 77.2%+16.4pp | 69.5%+24.0pp |
| Annual return | 16.37% | 16.47%-0.1pp | 20.12%-3.7pp | 25.83%-9.5pp |
| Employer contribution / active EE | $5,779 | $2,326+148.5% | $3,062+88.7% | $2,584+123.6% |
| Participant deferral / active EE | $6,737 | $4,133+63.0% | $5,003+34.7% | $4,194+60.6% |
| Admin fee / account holder | $6,597 | $10,148-35.0% | $12,864-48.7% | $7,856-16.0% |