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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 | $194,129 | $96,289+101.6% | $213,469-9.1% | $87,485+121.9% |
| Participation rate | 83.5% | 69.6%+14.0pp | 77.1%+6.4pp | 68.9%+14.6pp |
| Annual return | 20.11% | 17.78%+2.3pp | 20.58%-0.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $4,415 | $3,035+45.4% | $4,994-11.6% | $2,596+70.0% |
| Participant deferral / active EE | $9,400 | $4,750+97.9% | $6,841+37.4% | $4,274+120.0% |
| Admin fee / account holder | $14,776 | $9,670+52.8% | $27,141-45.6% | $7,775+90.0% |