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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 | $232,745 | $138,393+68.2% | $184,256+26.3% | $80,959+187.5% |
| Participation rate | 94.4% | 83.9%+10.5pp | 86.8%+7.6pp | 67.7%+26.8pp |
| Annual return | 12.19% | 20.01%-7.8pp | 28.85%-16.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $9,962 | $4,847+105.5% | $6,427+55.0% | $2,757+261.3% |
| Participant deferral / active EE | $13,107 | $7,076+85.2% | $9,133+43.5% | $4,300+204.8% |
| Admin fee / account holder | $5,903 | $10,489-43.7% | $13,899-57.5% | $6,925-14.8% |