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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 | $100,194+93.7% | $122,979+57.8% | $86,983+123.2% |
| Participation rate | 98.0% | 73.0%+25.1pp | 77.2%+20.9pp | 69.5%+28.5pp |
| Annual return | 18.24% | 16.47%+1.8pp | 20.12%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $3,510 | $2,326+50.9% | $3,062+14.6% | $2,584+35.8% |
| Participant deferral / active EE | $10,484 | $4,133+153.6% | $5,003+109.5% | $4,194+150.0% |
| Admin fee / account holder | $4,225 | $10,148-58.4% | $12,864-67.2% | $7,856-46.2% |