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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 | $95,453+103.4% | $112,040+73.3% | $82,448+135.4% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 18.24% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,510 | $2,318+51.5% | $2,954+18.8% | $2,551+37.6% |
| Participant deferral / active EE | $10,484 | $4,224+148.2% | $5,098+105.7% | $4,139+153.3% |
| Admin fee / account holder | $4,225 | $9,013-53.1% | $12,098-65.1% | $7,234-41.6% |