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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 | $114,712+92.3% | $173,730+27.0% | $87,485+152.2% |
| Participation rate | 88.7% | 73.0%+15.7pp | 79.6%+9.1pp | 68.9%+19.8pp |
| Annual return | 16.35% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $5,014 | $2,904+72.7% | $4,577+9.5% | $2,596+93.1% |
| Participant deferral / active EE | $10,542 | $4,642+127.1% | $6,326+66.6% | $4,274+146.7% |
| Admin fee / account holder | $9,127 | $10,210-10.6% | $17,523-47.9% | $7,775+17.4% |