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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 | $205,090 | $76,371+168.5% | $93,621+119.1% | $72,975+181.0% |
| Participation rate | 97.7% | 71.8%+25.9pp | 75.8%+21.8pp | 69.5%+28.2pp |
| Annual return | 20.78% | 25.82%-5.0pp | 32.76%-12.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,488 | $2,276+53.3% | $2,719+28.3% | $2,440+43.0% |
| Participant deferral / active EE | $8,310 | $3,538+134.8% | $4,070+104.2% | $3,608+130.3% |
| Admin fee / account holder | $7,757 | $6,839+13.4% | $7,890-1.7% | $5,124+51.4% |