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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 | $194,125 | $95,404+103.5% | $113,397+71.2% | $82,637+134.9% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.5%+21.9pp | 68.1%+30.4pp |
| Annual return | 16.29% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $6,801 | $2,307+194.8% | $2,977+128.4% | $2,552+166.5% |
| Participant deferral / active EE | $7,962 | $4,220+88.7% | $5,076+56.9% | $4,126+93.0% |
| Admin fee / account holder | $10,582 | $9,168+15.4% | $11,957-11.5% | $7,339+44.2% |