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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 | $227,699 | $108,825+109.2% | $156,181+45.8% | $82,448+176.2% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 12.87% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $7,502 | $2,870+161.4% | $4,294+74.7% | $2,551+194.1% |
| Participant deferral / active EE | $6,127 | $4,577+33.9% | $6,132-0.1% | $4,139+48.0% |
| Admin fee / account holder | $3,728 | $9,341-60.1% | $14,586-74.4% | $7,234-48.5% |