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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 | $238,184 | $70,486+237.9% | $100,535+136.9% | $79,856+198.3% |
| Participation rate | 84.4% | 73.6%+10.8pp | 79.4%+5.0pp | 69.6%+14.8pp |
| Annual return | 16.42% | 21.90%-5.5pp | 30.90%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,554 | $2,165+110.4% | $3,419+33.2% | $2,471+84.3% |
| Participant deferral / active EE | $7,580 | $5,182+46.3% | $6,271+20.9% | $3,741+102.6% |
| Admin fee / account holder | $10,655 | $4,480+137.8% | $8,085+31.8% | $5,306+100.8% |