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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 | $227,323 | $78,015+191.4% | $178,505+27.3% | $80,959+180.8% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.7%+18.0pp |
| Annual return | 13.59% | 18.10%-4.5pp | 27.16%-13.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,656 | $2,281+60.3% | $3,955-7.6% | $2,757+32.6% |
| Participant deferral / active EE | $7,386 | $4,406+67.7% | $6,280+17.6% | $4,300+71.8% |
| Admin fee / account holder | $16,718 | $7,160+133.5% | $10,428+60.3% | $6,925+141.4% |