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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 | $243,544 | $106,524+128.6% | $152,301+59.9% | $87,485+178.4% |
| Participation rate | 86.2% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 14.97% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $5,342 | $3,371+58.4% | $4,624+15.5% | $2,596+105.8% |
| Participant deferral / active EE | $13,412 | $6,525+105.5% | $8,004+67.6% | $4,274+213.8% |
| Admin fee / account holder | $9,813 | $8,287+18.4% | $14,398-31.8% | $7,775+26.2% |