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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 | $115,931+82.7% | $185,441+14.2% | $86,983+143.5% |
| Participation rate | 96.8% | 73.6%+23.1pp | 80.3%+16.5pp | 69.5%+27.2pp |
| Annual return | 12.58% | 21.47%-8.9pp | 20.16%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $4,032 | $2,937+37.3% | $4,672-13.7% | $2,584+56.0% |
| Participant deferral / active EE | $5,245 | $4,551+15.3% | $6,152-14.7% | $4,194+25.1% |
| Admin fee / account holder | $17,495 | $10,687+63.7% | $17,890-2.2% | $7,856+122.7% |