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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 | $201,252 | $135,956+48.0% | $123,894+62.4% | $273,972-26.5% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 14.02% | 56.63%-42.6pp | 47.52%-33.5pp | 41.46%-27.4pp |
| Employer contribution / active EE | $6,249 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $15,666 | $6,343+147.0% | $5,984+161.8% | $5,287+196.3% |
| Admin fee / account holder | $15,453 | $9,817+57.4% | $8,357+84.9% | $10,133+52.5% |