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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 | $114,712+98.5% | $173,730+31.1% | $87,485+160.3% |
| Participation rate | 88.0% | 73.0%+15.0pp | 79.6%+8.4pp | 68.9%+19.1pp |
| Annual return | 12.87% | 20.18%-7.3pp | 19.96%-7.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $7,502 | $2,904+158.3% | $4,577+63.9% | $2,596+189.0% |
| Participant deferral / active EE | $6,127 | $4,642+32.0% | $6,326-3.1% | $4,274+43.4% |
| Admin fee / account holder | $3,728 | $10,210-63.5% | $17,523-78.7% | $7,775-52.1% |