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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 | $227,012 | $146,267+55.2% | $197,124+15.2% | $82,448+175.3% |
| Participation rate | 96.1% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+28.0pp |
| Annual return | 16.39% | 29.61%-13.2pp | 44.34%-28.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,760 | $4,723+21.9% | $6,227-7.5% | $2,551+125.8% |
| Participant deferral / active EE | $5,310 | $7,035-24.5% | $9,135-41.9% | $4,139+28.3% |
| Admin fee / account holder | $9,162 | $14,422-36.5% | $16,298-43.8% | $7,234+26.6% |