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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 | $183,938 | $76,834+139.4% | $108,359+69.7% | $87,485+110.3% |
| Participation rate | 89.2% | 61.7%+27.5pp | 70.1%+19.1pp | 68.9%+20.3pp |
| Annual return | 18.71% | 19.09%-0.4pp | 36.89%-18.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,844 | $1,556+82.8% | $2,399+18.5% | $2,596+9.6% |
| Participant deferral / active EE | $5,637 | $3,100+81.8% | $4,137+36.3% | $4,274+31.9% |
| Admin fee / account holder | $2,248 | $6,537-65.6% | $9,741-76.9% | $7,775-71.1% |