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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 | $246,831 | $57,590+328.6% | $86,233+186.2% | $82,448+199.4% |
| Participation rate | 83.7% | 57.9%+25.8pp | 69.0%+14.7pp | 68.1%+15.6pp |
| Annual return | 17.12% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,473 | $1,655+109.8% | $2,504+38.7% | $2,551+36.1% |
| Participant deferral / active EE | $8,851 | $3,080+187.4% | $4,559+94.1% | $4,139+113.8% |
| Admin fee / account holder | $5,063 | $4,730+7.0% | $8,342-39.3% | $7,234-30.0% |