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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 | $215,285 | $80,992+165.8% | $96,534+123.0% | $75,173+186.4% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.3pp |
| Annual return | 16.43% | 27.05%-10.6pp | 25.88%-9.4pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,288 | $2,283+44.1% | $2,965+10.9% | $2,671+23.1% |
| Participant deferral / active EE | $11,253 | $3,929+186.4% | $4,851+132.0% | $4,126+172.7% |
| Admin fee / account holder | $12,640 | $6,717+88.2% | $8,253+53.2% | $5,651+123.7% |