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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 | $212,872 | $86,891+145.0% | $142,516+49.4% | $75,177+183.2% |
| Participation rate | 85.0% | 68.5%+16.5pp | 76.8%+8.2pp | 67.2%+17.8pp |
| Annual return | 18.59% | 23.31%-4.7pp | 20.03%-1.4pp | 160.75%-142.2pp |
| Employer contribution / active EE | $4,544 | $3,355+35.4% | $4,849-6.3% | $2,671+70.1% |
| Participant deferral / active EE | $7,486 | $4,938+51.6% | $6,280+19.2% | $4,126+81.4% |
| Admin fee / account holder | $7,967 | $7,299+9.2% | $10,008-20.4% | $5,651+41.0% |