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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 | $197,675 | $114,712+72.3% | $173,730+13.8% | $87,485+126.0% |
| Participation rate | 95.2% | 73.0%+22.2pp | 79.6%+15.7pp | 68.9%+26.3pp |
| Annual return | 21.17% | 20.18%+1.0pp | 19.96%+1.2pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,410 | $2,904-17.0% | $4,577-47.3% | $2,596-7.2% |
| Participant deferral / active EE | $10,548 | $4,642+127.2% | $6,326+66.7% | $4,274+146.8% |
| Admin fee / account holder | $4,234 | $10,210-58.5% | $17,523-75.8% | $7,775-45.5% |