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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 | $115,931+106.6% | $185,441+29.2% | $86,983+175.4% |
| Participation rate | 96.0% | 73.6%+22.4pp | 80.3%+15.7pp | 69.5%+26.5pp |
| Annual return | 15.39% | 21.47%-6.1pp | 20.16%-4.8pp | 25.83%-10.4pp |
| Employer contribution / active EE | $3,696 | $2,937+25.9% | $4,672-20.9% | $2,584+43.0% |
| Participant deferral / active EE | $10,235 | $4,551+124.9% | $6,152+66.4% | $4,194+144.1% |
| Admin fee / account holder | $2,497 | $10,687-76.6% | $17,890-86.0% | $7,856-68.2% |