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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 | $220,643 | $146,267+50.8% | $197,124+11.9% | $82,448+167.6% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 16.58% | 29.61%-13.0pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,490 | $4,723+16.2% | $6,227-11.8% | $2,551+115.2% |
| Participant deferral / active EE | $13,314 | $7,035+89.3% | $9,135+45.8% | $4,139+221.7% |
| Admin fee / account holder | $10,400 | $14,422-27.9% | $16,298-36.2% | $7,234+43.8% |