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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 | $194,115 | $95,404+103.5% | $113,397+71.2% | $82,637+134.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 18.24% | 19.08%-0.8pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $3,510 | $2,307+52.2% | $2,977+17.9% | $2,552+37.5% |
| Participant deferral / active EE | $10,484 | $4,220+148.4% | $5,076+106.5% | $4,126+154.1% |
| Admin fee / account holder | $4,225 | $9,168-53.9% | $11,957-64.7% | $7,339-42.4% |