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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 | $214,301 | $138,393+54.9% | $184,256+16.3% | $80,959+164.7% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 12.90% | 20.01%-7.1pp | 28.85%-15.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,135 | $4,847-14.7% | $6,427-35.7% | $2,757+50.0% |
| Participant deferral / active EE | $18,517 | $7,076+161.7% | $9,133+102.7% | $4,300+330.6% |
| Admin fee / account holder | $1,525 | $10,489-85.5% | $13,899-89.0% | $6,925-78.0% |