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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 | $200,508 | $67,602+196.6% | $82,312+143.6% | $70,126+185.9% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 17.88% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,879 | $1,755+64.1% | $2,428+18.6% | $2,343+22.9% |
| Participant deferral / active EE | $5,120 | $2,987+71.4% | $3,706+38.1% | $3,332+53.7% |
| Admin fee / account holder | $6,869 | $4,512+52.3% | $5,608+22.5% | $4,645+47.9% |