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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 | $197,330 | $77,817+153.6% | $123,553+59.7% | $64,173+207.5% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | 11.79% | 12.49%-0.7pp | 119.21%-107.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $2,686 | $3,014-10.9% | $4,628-42.0% | $2,381+12.8% |
| Participant deferral / active EE | $10,744 | $5,240+105.0% | $6,426+67.2% | $3,470+209.7% |
| Admin fee / account holder | $3,496 | $5,519-36.7% | $9,284-62.4% | $4,887-28.5% |