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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 | $189,314 | $95,453+98.3% | $112,040+69.0% | $82,448+129.6% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 16.15% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $9,039 | $2,318+290.0% | $2,954+206.0% | $2,551+254.3% |
| Participant deferral / active EE | $10,281 | $4,224+143.4% | $5,098+101.7% | $4,139+148.4% |
| Admin fee / account holder | $19,422 | $9,013+115.5% | $12,098+60.5% | $7,234+168.5% |