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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 | $211,771 | $123,478+71.5% | $216,567-2.2% | $94,015+125.3% |
| Participation rate | 96.8% | 75.1%+21.7pp | 81.6%+15.1pp | 70.8%+26.0pp |
| Annual return | 12.58% | 23.61%-11.0pp | 12.94%-0.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,032 | $3,136+28.6% | $5,216-22.7% | $2,790+44.5% |
| Participant deferral / active EE | $5,245 | $4,556+15.1% | $6,191-15.3% | $4,249+23.4% |
| Admin fee / account holder | $17,495 | $12,753+37.2% | $21,981-20.4% | $8,951+95.5% |