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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 | $224,647 | $72,486+209.9% | $87,103+157.9% | $72,976+207.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 21.14% | 24.46%-3.3pp | 28.19%-7.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $3,612 | $1,894+90.7% | $2,521+43.2% | $2,440+48.0% |
| Participant deferral / active EE | $10,369 | $3,270+217.1% | $4,049+156.1% | $3,608+187.4% |
| Admin fee / account holder | $22,276 | $5,055+340.7% | $7,491+197.4% | $5,124+334.7% |