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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 | $223,053 | $108,825+105.0% | $156,181+42.8% | $82,448+170.5% |
| Participation rate | 84.4% | 72.4%+12.0pp | 78.8%+5.5pp | 68.1%+16.3pp |
| Annual return | 18.41% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,103 | $2,870+8.1% | $4,294-27.7% | $2,551+21.6% |
| Participant deferral / active EE | $5,481 | $4,577+19.7% | $6,132-10.6% | $4,139+32.4% |
| Admin fee / account holder | $10,373 | $9,341+11.1% | $14,586-28.9% | $7,234+43.4% |