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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 | $225,056 | $110,137+104.3% | $161,149+39.7% | $82,637+172.3% |
| Participation rate | 95.1% | 72.4%+22.8pp | 78.8%+16.3pp | 68.1%+27.1pp |
| Annual return | 13.83% | 20.69%-6.9pp | 21.16%-7.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $6,156 | $2,856+115.5% | $4,360+41.2% | $2,552+141.2% |
| Participant deferral / active EE | $9,966 | $4,575+117.8% | $6,153+62.0% | $4,126+141.5% |
| Admin fee / account holder | $10,496 | $9,467+10.9% | $15,194-30.9% | $7,339+43.0% |