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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 | $229,848 | $106,524+115.8% | $152,301+50.9% | $87,485+162.7% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 22.00% | 26.89%-4.9pp | 80.50%-58.5pp | 26.06%-4.1pp |
| Employer contribution / active EE | $5,690 | $3,371+68.8% | $4,624+23.0% | $2,596+119.2% |
| Participant deferral / active EE | $13,236 | $6,525+102.9% | $8,004+65.4% | $4,274+209.7% |
| Admin fee / account holder | $10,946 | $8,287+32.1% | $14,398-24.0% | $7,775+40.8% |