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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 | $114,712+84.6% | $173,730+21.9% | $87,485+142.1% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.2pp | 68.9%+27.8pp |
| Annual return | 12.58% | 20.18%-7.6pp | 19.96%-7.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,032 | $2,904+38.8% | $4,577-11.9% | $2,596+55.3% |
| Participant deferral / active EE | $5,245 | $4,642+13.0% | $6,326-17.1% | $4,274+22.7% |
| Admin fee / account holder | $17,495 | $10,210+71.4% | $17,523-0.2% | $7,775+125.0% |