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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 | $106,749+128.1% | $145,433+67.5% | $82,448+195.4% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 14.97% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $5,342 | $3,444+55.1% | $4,554+17.3% | $2,551+109.4% |
| Participant deferral / active EE | $13,412 | $6,519+105.7% | $7,897+69.8% | $4,139+224.0% |
| Admin fee / account holder | $9,813 | $8,390+17.0% | $13,129-25.3% | $7,234+35.6% |