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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 | $202,243 | $138,386+46.1% | $184,260+9.8% | $80,935+149.9% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.7%+23.6pp |
| Annual return | 18.94% | 20.02%-1.1pp | 28.84%-9.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $10,511 | $4,851+116.7% | $6,427+63.5% | $2,757+281.3% |
| Participant deferral / active EE | $22,612 | $7,076+219.6% | $9,133+147.6% | $4,299+425.9% |
| Admin fee / account holder | $6,724 | $10,489-35.9% | $13,898-51.6% | $6,924-2.9% |