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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 | $204,468 | $106,524+91.9% | $152,301+34.3% | $87,485+133.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.4%+8.0pp | 68.9%+21.5pp |
| Annual return | 16.97% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,279 | $3,371-32.4% | $4,624-50.7% | $2,596-12.2% |
| Participant deferral / active EE | $14,839 | $6,525+127.4% | $8,004+85.4% | $4,274+247.2% |
| Admin fee / account holder | $12,348 | $8,287+49.0% | $14,398-14.2% | $7,775+58.8% |