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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 | $216,653 | $181,896+19.1% | $156,551+38.4% | $273,972-20.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.31% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $17,128 | $6,248+174.1% | $5,501+211.3% | $4,869+251.8% |
| Participant deferral / active EE | $17,500 | $5,550+215.3% | $4,871+259.3% | $5,287+231.0% |
| Admin fee / account holder | $13,181 | $15,560-15.3% | $13,028+1.2% | $10,133+30.1% |