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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 | $230,461 | $72,607+217.4% | $90,259+155.3% | $87,485+163.4% |
| Participation rate | 97.2% | 64.8%+32.4pp | 70.7%+26.5pp | 68.9%+28.3pp |
| Annual return | 19.73% | 18.59%+1.1pp | 18.88%+0.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $3,542 | $1,919+84.5% | $2,291+54.6% | $2,596+36.4% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,277 | $5,947+56.0% | $7,267+27.7% | $7,775+19.3% |