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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 | $145,431+56.1% | $211,142+7.5% | $87,485+159.5% |
| Participation rate | 96.1% | 84.7%+11.3pp | 87.3%+8.8pp | 68.9%+27.1pp |
| Annual return | 16.39% | 27.21%-10.8pp | 46.84%-30.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $5,760 | $4,662+23.6% | $6,442-10.6% | $2,596+121.9% |
| Participant deferral / active EE | $5,310 | $6,859-22.6% | $9,284-42.8% | $4,274+24.2% |
| Admin fee / account holder | $9,162 | $17,052-46.3% | $19,076-52.0% | $7,775+17.8% |