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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 | $193,025 | $201,264-4.1% | $184,185+4.8% | $145,978+32.2% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 14.57% | 29.00%-14.4pp | 28.81%-14.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,357 | $7,021-37.9% | $6,426-32.2% | $4,662-6.5% |
| Participant deferral / active EE | $21,682 | $9,806+121.1% | $9,132+137.4% | $6,690+224.1% |
| Admin fee / account holder | $6,830 | $16,376-58.3% | $13,909-50.9% | $13,400-49.0% |