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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 | $188,509 | $97,550+93.2% | $120,344+56.6% | $87,485+115.5% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.7%+20.6pp | 68.9%+28.4pp |
| Annual return | 24.94% | 18.41%+6.5pp | 20.30%+4.6pp | 26.06%-1.1pp |
| Employer contribution / active EE | $2,329 | $2,291+1.7% | $3,020-22.9% | $2,596-10.3% |
| Participant deferral / active EE | $4,086 | $4,230-3.4% | $5,135-20.4% | $4,274-4.4% |
| Admin fee / account holder | $53,698 | $9,543+462.7% | $12,742+321.4% | $7,775+590.7% |