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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 | $210,827 | $69,444+203.6% | $92,985+126.7% | $87,485+141.0% |
| Participation rate | 97.9% | 63.3%+34.6pp | 69.5%+28.4pp | 68.9%+28.9pp |
| Annual return | 15.96% | 23.85%-7.9pp | 27.99%-12.0pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,292 | $1,917+71.7% | $2,662+23.7% | $2,596+26.8% |
| Participant deferral / active EE | $9,496 | $3,364+182.3% | $4,377+117.0% | $4,274+122.2% |
| Admin fee / account holder | $2,967 | $6,137-51.7% | $9,463-68.6% | $7,775-61.8% |