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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 | $217,075 | $108,825+99.5% | $156,181+39.0% | $82,448+163.3% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 19.10% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,931 | $2,870+2.1% | $4,294-31.7% | $2,551+14.9% |
| Participant deferral / active EE | $6,985 | $4,577+52.6% | $6,132+13.9% | $4,139+68.8% |
| Admin fee / account holder | $1,350 | $9,341-85.5% | $14,586-90.7% | $7,234-81.3% |