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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 | $226,315 | $110,240+105.3% | $96,544+134.4% | $139,487+62.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 19.74% | 26.41%-6.7pp | 25.88%-6.1pp | 373.84%-354.1pp |
| Employer contribution / active EE | $2,103 | $3,622-41.9% | $2,966-29.1% | $4,755-55.8% |
| Participant deferral / active EE | $9,430 | $5,549+69.9% | $4,851+94.4% | $6,713+40.5% |
| Admin fee / account holder | $7,637 | $11,602-34.2% | $8,254-7.5% | $11,407-33.0% |