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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 | $217,805 | $106,864+103.8% | $147,318+47.8% | $82,637+163.6% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 16.82% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,091 | $3,417-9.5% | $4,593-32.7% | $2,552+21.1% |
| Participant deferral / active EE | $15,455 | $6,496+137.9% | $7,906+95.5% | $4,126+274.6% |
| Admin fee / account holder | $13,481 | $8,415+60.2% | $13,708-1.7% | $7,339+83.7% |