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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 | $235,879 | $95,453+147.1% | $112,040+110.5% | $82,448+186.1% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 18.73% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,769 | $2,318+19.5% | $2,954-6.3% | $2,551+8.6% |
| Participant deferral / active EE | $10,157 | $4,224+140.5% | $5,098+99.2% | $4,139+145.4% |
| Admin fee / account holder | $11,327 | $9,013+25.7% | $12,098-6.4% | $7,234+56.6% |