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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 | $220,641 | $108,825+102.7% | $156,181+41.3% | $82,448+167.6% |
| Participation rate | 88.7% | 72.4%+16.3pp | 78.8%+9.9pp | 68.1%+20.6pp |
| Annual return | 16.35% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,014 | $2,870+74.7% | $4,294+16.8% | $2,551+96.6% |
| Participant deferral / active EE | $10,542 | $4,577+130.3% | $6,132+71.9% | $4,139+154.7% |
| Admin fee / account holder | $9,127 | $9,341-2.3% | $14,586-37.4% | $7,234+26.2% |