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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 | $78,013+191.4% | $178,449+27.4% | $80,911+181.0% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 13.59% | 18.07%-4.5pp | 27.09%-13.5pp | 35.63%-22.0pp |
| Employer contribution / active EE | $3,656 | $2,287+59.9% | $3,951-7.4% | $2,756+32.7% |
| Participant deferral / active EE | $7,386 | $4,408+67.6% | $6,277+17.7% | $4,297+71.9% |
| Admin fee / account holder | $16,718 | $7,166+133.3% | $10,362+61.3% | $6,935+141.1% |