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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 | $247,877 | $106,864+132.0% | $147,318+68.3% | $82,637+200.0% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 17.62% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $3,505 | $3,417+2.6% | $4,593-23.7% | $2,552+37.3% |
| Participant deferral / active EE | $10,167 | $6,496+56.5% | $7,906+28.6% | $4,126+146.4% |
| Admin fee / account holder | $26,973 | $8,415+220.5% | $13,708+96.8% | $7,339+267.5% |