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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 | $212,777+16.9% | $173,703+43.2% | $198,609+25.2% |
| Participation rate | 95.2% | 81.1%+14.2pp | 75.9%+19.3pp | 82.4%+12.9pp |
| Annual return | 18.08% | 18.82%-0.7pp | 17.46%+0.6pp | 202.70%-184.6pp |
| Employer contribution / active EE | $10,681 | $5,214+104.9% | $4,288+149.1% | $5,055+111.3% |
| Participant deferral / active EE | $8,793 | $5,697+54.4% | $4,854+81.2% | $6,977+26.0% |
| Admin fee / account holder | $11,803 | $19,536-39.6% | $15,562-24.2% | $19,030-38.0% |