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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 | $213,882 | $138,393+54.5% | $184,256+16.1% | $80,959+164.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.26% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,752 | $4,847+18.7% | $6,427-10.5% | $2,757+108.6% |
| Participant deferral / active EE | $13,772 | $7,076+94.6% | $9,133+50.8% | $4,300+220.2% |
| Admin fee / account holder | $11,054 | $10,489+5.4% | $13,899-20.5% | $6,925+59.6% |