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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 | $75,720+204.4% | $90,312+155.2% | $86,983+164.9% |
| Participation rate | 97.2% | 66.3%+31.0pp | 72.9%+24.3pp | 69.5%+27.7pp |
| Annual return | 19.73% | 18.55%+1.2pp | 18.90%+0.8pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,542 | $1,945+82.1% | $2,243+57.9% | $2,584+37.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,277 | $6,201+49.6% | $8,248+12.5% | $7,856+18.1% |