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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 | $239,525 | $108,825+120.1% | $156,181+53.4% | $82,448+190.5% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 15.39% | 20.59%-5.2pp | 64.87%-49.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,696 | $2,870+28.8% | $4,294-13.9% | $2,551+44.9% |
| Participant deferral / active EE | $10,235 | $4,577+123.6% | $6,132+66.9% | $4,139+147.3% |
| Admin fee / account holder | $2,497 | $9,341-73.3% | $14,586-82.9% | $7,234-65.5% |