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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 | $211,410 | $101,798+107.7% | $165,071+28.1% | $80,935+161.2% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.7%+27.6pp |
| Annual return | 15.85% | 16.73%-0.9pp | 70.17%-54.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,190 | $2,954-59.7% | $4,347-72.6% | $2,757-56.8% |
| Participant deferral / active EE | $6,343 | $4,476+41.7% | $6,035+5.1% | $4,299+47.5% |
| Admin fee / account holder | $9,566 | $8,221+16.4% | $12,695-24.6% | $6,924+38.1% |