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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 | $248,234 | $162,967+52.3% | $135,792+82.8% | $138,895+78.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.6%+14.9pp | 79.9%+7.6pp |
| Annual return | 12.08% | 30.08%-18.0pp | 25.96%-13.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $14,807 | $4,211+251.6% | $3,496+323.6% | $4,194+253.0% |
| Participant deferral / active EE | $15,481 | $5,640+174.5% | $4,759+225.3% | $6,396+142.0% |
| Admin fee / account holder | $10,720 | $15,306-30.0% | $12,266-12.6% | $12,562-14.7% |