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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 | $175,464 | $76,551+129.2% | $123,894+41.6% | $62,881+179.0% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 8.27% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,051 | $2,882-28.8% | $4,617-55.6% | $2,281-10.1% |
| Participant deferral / active EE | $7,371 | $4,840+52.3% | $5,984+23.2% | $3,203+130.1% |
| Admin fee / account holder | $5,760 | $4,826+19.4% | $8,357-31.1% | $4,296+34.1% |