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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 | $240,698 | $73,787+226.2% | $98,716+143.8% | $82,448+191.9% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.3%+29.4pp | 68.1%+30.6pp |
| Annual return | 13.68% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,535 | $1,511+67.8% | $2,279+11.3% | $2,551-0.6% |
| Participant deferral / active EE | $4,128 | $3,081+33.9% | $4,048+2.0% | $4,139-0.3% |
| Admin fee / account holder | $27,103 | $6,500+317.0% | $8,703+211.4% | $7,234+274.6% |