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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 | $198,522 | $77,472+156.2% | $100,415+97.7% | $80,959+145.2% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.7%+21.8pp |
| Annual return | 14.52% | 37.26%-22.7pp | 49.47%-35.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,087 | $2,800+45.9% | $3,943+3.6% | $2,757+48.2% |
| Participant deferral / active EE | $9,701 | $6,818+42.3% | $8,091+19.9% | $4,300+125.6% |
| Admin fee / account holder | $5,657 | $5,885-3.9% | $7,906-28.4% | $6,925-18.3% |