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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 | $247,318 | $106,749+131.7% | $145,433+70.1% | $82,448+200.0% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 15.98% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,698 | $3,444+36.4% | $4,554+3.2% | $2,551+84.2% |
| Participant deferral / active EE | $11,054 | $6,519+69.6% | $7,897+40.0% | $4,139+167.1% |
| Admin fee / account holder | $14,067 | $8,390+67.7% | $13,129+7.1% | $7,234+94.5% |