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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 | $243,477 | $135,905+79.2% | $126,068+93.1% | $198,609+22.6% |
| Participation rate | 95.5% | 85.6%+9.8pp | 84.7%+10.8pp | 82.4%+13.1pp |
| Annual return | 14.68% | 14.07%+0.6pp | 15.01%-0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $7,692 | $4,245+81.2% | $3,968+93.9% | $5,055+52.2% |
| Participant deferral / active EE | $5,630 | $8,523-33.9% | $8,214-31.5% | $6,977-19.3% |
| Admin fee / account holder | $2,299 | $21,036-89.1% | $18,264-87.4% | $19,030-87.9% |