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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 | $223,629 | $86,949+157.2% | $102,460+118.3% | $80,959+176.2% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 11.24% | 18.89%-7.7pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,236 | $2,370-47.8% | $3,025-59.1% | $2,757-55.2% |
| Participant deferral / active EE | $6,095 | $4,121+47.9% | $5,056+20.5% | $4,300+41.7% |
| Admin fee / account holder | $9,237 | $8,048+14.8% | $9,460-2.4% | $6,925+33.4% |