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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 | $173,766 | $75,541+130.0% | $152,093+14.2% | $82,637+110.3% |
| Participation rate | 95.7% | 66.5%+29.2pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 17.74% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $3,970 | $2,622+51.4% | $4,175-4.9% | $2,552+55.5% |
| Participant deferral / active EE | $9,322 | $3,206+190.8% | $5,451+71.0% | $4,126+125.9% |
| Admin fee / account holder | $2,863 | $6,405-55.3% | $14,497-80.3% | $7,339-61.0% |