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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 | $225,401 | $154,228+46.1% | $145,433+55.0% | $137,256+64.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.56% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $10,297 | $4,804+114.3% | $4,554+126.1% | $4,156+147.8% |
| Participant deferral / active EE | $10,142 | $8,216+23.4% | $7,897+28.4% | $6,407+58.3% |
| Admin fee / account holder | $10,499 | $14,344-26.8% | $13,129-20.0% | $12,270-14.4% |