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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 | $202,076 | $100,194+101.7% | $122,979+64.3% | $86,983+132.3% |
| Participation rate | 80.8% | 73.0%+7.8pp | 77.2%+3.6pp | 69.5%+11.2pp |
| Annual return | 15.21% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,425 | $2,326+47.3% | $3,062+11.8% | $2,584+32.5% |
| Participant deferral / active EE | $9,516 | $4,133+130.2% | $5,003+90.2% | $4,194+126.9% |
| Admin fee / account holder | $8,501 | $10,148-16.2% | $12,864-33.9% | $7,856+8.2% |