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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 | $175,838 | $60,349+191.4% | $74,184+137.0% | $62,881+179.6% |
| Participation rate | 91.7% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.4pp |
| Annual return | 14.01% | 21.38%-7.4pp | 17.74%-3.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $2,797 | $1,680+66.5% | $2,370+18.0% | $2,281+22.6% |
| Participant deferral / active EE | $4,385 | $2,856+53.5% | $3,550+23.5% | $3,203+36.9% |
| Admin fee / account holder | $16,761 | $4,261+293.4% | $5,586+200.1% | $4,296+290.2% |