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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 | $248,661 | $161,352+54.1% | $134,172+85.3% | $137,256+81.2% |
| Participation rate | 95.2% | 78.3%+17.0pp | 72.5%+22.8pp | 80.0%+15.3pp |
| Annual return | 18.08% | 28.72%-10.6pp | 25.30%-7.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,681 | $4,099+160.6% | $3,420+212.3% | $4,156+157.0% |
| Participant deferral / active EE | $8,793 | $5,552+58.4% | $4,690+87.5% | $6,407+37.2% |
| Admin fee / account holder | $11,803 | $15,028-21.5% | $12,016-1.8% | $12,270-3.8% |