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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 | $235,279 | $76,834+206.2% | $108,359+117.1% | $87,485+168.9% |
| Participation rate | 96.3% | 61.7%+34.6pp | 70.1%+26.2pp | 68.9%+27.4pp |
| Annual return | 21.55% | 19.09%+2.5pp | 36.89%-15.3pp | 26.06%-4.5pp |
| Employer contribution / active EE | $5,909 | $1,556+279.6% | $2,399+146.2% | $2,596+127.6% |
| Participant deferral / active EE | $2,915 | $3,100-6.0% | $4,137-29.5% | $4,274-31.8% |
| Admin fee / account holder | $1,567 | $6,537-76.0% | $9,741-83.9% | $7,775-79.8% |