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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 | $162,279 | $58,493+177.4% | $84,023+93.1% | $72,976+122.4% |
| Participation rate | 94.4% | 61.2%+33.2pp | 69.0%+25.4pp | 69.5%+25.0pp |
| Annual return | 23.46% | 28.93%-5.5pp | 71.32%-47.9pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,206 | $1,163+175.7% | $1,984+61.6% | $2,440+31.4% |
| Participant deferral / active EE | $3,962 | $2,394+65.5% | $3,239+22.3% | $3,608+9.8% |
| Admin fee / account holder | $3,265 | $4,569-28.5% | $6,102-46.5% | $5,124-36.3% |