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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 | $201,982 | $60,349+234.7% | $74,184+172.3% | $62,881+221.2% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 15.89% | 21.38%-5.5pp | 17.74%-1.8pp | 20.14%-4.3pp |
| Employer contribution / active EE | $3,127 | $1,680+86.1% | $2,370+31.9% | $2,281+37.1% |
| Participant deferral / active EE | $8,294 | $2,856+190.4% | $3,550+133.6% | $3,203+158.9% |
| Admin fee / account holder | $2,060 | $4,261-51.6% | $5,586-63.1% | $4,296-52.0% |