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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 | $245,379 | $251,004-2.2% | $191,597+28.1% | $138,895+76.7% |
| Participation rate | 91.7% | 82.4%+9.3pp | 76.9%+14.7pp | 79.9%+11.7pp |
| Annual return | 17.42% | 31.05%-13.6pp | 27.07%-9.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,423 | $6,226-45.0% | $5,025-31.9% | $4,194-18.4% |
| Participant deferral / active EE | $13,180 | $8,154+61.6% | $6,850+92.4% | $6,396+106.1% |
| Admin fee / account holder | $5,013 | $31,471-84.1% | $22,799-78.0% | $12,562-60.1% |