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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 | $86,938+157.2% | $102,423+118.3% | $80,925+176.3% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 11.24% | 18.89%-7.7pp | 29.42%-18.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,236 | $2,369-47.8% | $3,023-59.1% | $2,756-55.1% |
| Participant deferral / active EE | $6,095 | $4,120+47.9% | $5,054+20.6% | $4,299+41.8% |
| Admin fee / account holder | $9,237 | $8,053+14.7% | $9,455-2.3% | $6,940+33.1% |