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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 | $191,531 | $138,366+38.4% | $184,185+4.0% | $80,911+136.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 15.49% | 20.02%-4.5pp | 28.81%-13.3pp | 35.63%-20.1pp |
| Employer contribution / active EE | $10,418 | $4,849+114.9% | $6,426+62.1% | $2,756+278.0% |
| Participant deferral / active EE | $9,626 | $7,074+36.1% | $9,132+5.4% | $4,297+124.0% |
| Admin fee / account holder | $8,353 | $10,484-20.3% | $13,909-39.9% | $6,935+20.5% |