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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 | $184,688 | $83,485+121.2% | $125,195+47.5% | $72,976+153.1% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 23.01% | 25.77%-2.8pp | 43.79%-20.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $866 | $2,346-63.1% | $3,866-77.6% | $2,440-64.5% |
| Participant deferral / active EE | $3,669 | $3,586+2.3% | $4,937-25.7% | $3,608+1.7% |
| Admin fee / account holder | $12,821 | $5,518+132.3% | $9,704+32.1% | $5,124+150.2% |