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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 | $123,478+84.4% | $216,567+5.1% | $94,015+142.2% |
| Participation rate | 88.0% | 75.1%+12.9pp | 81.6%+6.4pp | 70.8%+17.2pp |
| Annual return | 12.87% | 23.61%-10.7pp | 12.94%-0.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $7,502 | $3,136+139.2% | $5,216+43.8% | $2,790+168.9% |
| Participant deferral / active EE | $6,127 | $4,556+34.5% | $6,191-1.0% | $4,249+44.2% |
| Admin fee / account holder | $3,728 | $12,753-70.8% | $21,981-83.0% | $8,951-58.4% |