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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 | $207,134 | $142,972+44.9% | $214,702-3.5% | $86,983+138.1% |
| Participation rate | 93.5% | 84.9%+8.6pp | 87.5%+6.0pp | 69.5%+23.9pp |
| Annual return | 15.88% | 18.49%-2.6pp | 54.55%-38.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $3,851 | $4,635-16.9% | $6,461-40.4% | $2,584+49.0% |
| Participant deferral / active EE | $10,361 | $6,568+57.8% | $9,147+13.3% | $4,194+147.1% |
| Admin fee / account holder | $7,610 | $17,617-56.8% | $19,830-61.6% | $7,856-3.1% |