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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 | $231,409 | $58,523+295.4% | $99,479+132.6% | $72,976+217.1% |
| Participation rate | 91.5% | 64.6%+26.9pp | 73.8%+17.7pp | 69.5%+22.0pp |
| Annual return | 22.30% | 28.51%-6.2pp | 30.72%-8.4pp | 81.02%-58.7pp |
| Employer contribution / active EE | $7,484 | $1,512+395.0% | $2,540+194.6% | $2,440+206.7% |
| Participant deferral / active EE | $4,909 | $2,606+88.4% | $3,619+35.6% | $3,608+36.1% |
| Admin fee / account holder | $7,250 | $4,102+76.8% | $6,253+15.9% | $5,124+41.5% |