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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 | $244,799 | $95,404+156.6% | $113,397+115.9% | $82,637+196.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.5%+7.9pp | 68.1%+16.3pp |
| Annual return | 18.35% | 19.08%-0.7pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,477 | $2,307+7.4% | $2,977-16.8% | $2,552-2.9% |
| Participant deferral / active EE | $6,646 | $4,220+57.5% | $5,076+30.9% | $4,126+61.1% |
| Admin fee / account holder | $19,390 | $9,168+111.5% | $11,957+62.2% | $7,339+164.2% |