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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 | $195,402 | $86,330+126.3% | $121,871+60.3% | $94,015+107.8% |
| Participation rate | 86.4% | 66.7%+19.7pp | 73.2%+13.2pp | 70.8%+15.5pp |
| Annual return | 16.22% | 14.95%+1.3pp | 13.57%+2.7pp | 17.84%-1.6pp |
| Employer contribution / active EE | $4,295 | $2,292+87.3% | $2,731+57.2% | $2,790+53.9% |
| Participant deferral / active EE | $4,374 | $3,146+39.0% | $4,318+1.3% | $4,249+2.9% |
| Admin fee / account holder | $25,057 | $7,346+241.1% | $11,551+116.9% | $8,951+179.9% |