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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 | $191,779 | $67,894+182.5% | $89,340+114.7% | $82,448+132.6% |
| Participation rate | 98.2% | 64.0%+34.2pp | 69.6%+28.7pp | 68.1%+30.2pp |
| Annual return | 15.53% | 19.21%-3.7pp | 20.57%-5.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,238 | $1,828+77.1% | $2,231+45.1% | $2,551+26.9% |
| Participant deferral / active EE | $6,033 | $3,072+96.4% | $3,823+57.8% | $4,139+45.8% |
| Admin fee / account holder | $11,940 | $5,723+108.6% | $6,704+78.1% | $7,234+65.0% |