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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 | $210,685 | $135,956+55.0% | $123,894+70.1% | $273,972-23.1% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 9.50% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,475 | $5,170-32.8% | $4,617-24.7% | $4,869-28.6% |
| Participant deferral / active EE | $5,654 | $6,343-10.9% | $5,984-5.5% | $5,287+6.9% |
| Admin fee / account holder | $5,534 | $9,817-43.6% | $8,357-33.8% | $10,133-45.4% |