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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 | $197,329 | $106,524+85.2% | $152,301+29.6% | $87,485+125.6% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.7pp |
| Annual return | 17.54% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $5,209 | $3,371+54.5% | $4,624+12.6% | $2,596+100.7% |
| Participant deferral / active EE | $12,093 | $6,525+85.3% | $8,004+51.1% | $4,274+183.0% |
| Admin fee / account holder | $11,757 | $8,287+41.9% | $14,398-18.3% | $7,775+51.2% |