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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 | $77,574+137.1% | $108,753+69.1% | $86,983+111.5% |
| Participation rate | 89.2% | 62.3%+26.9pp | 71.1%+18.1pp | 69.5%+19.6pp |
| Annual return | 18.71% | 18.42%+0.3pp | 37.47%-18.8pp | 25.83%-7.1pp |
| Employer contribution / active EE | $2,844 | $1,611+76.6% | $2,427+17.2% | $2,584+10.1% |
| Participant deferral / active EE | $5,637 | $3,128+80.2% | $4,115+37.0% | $4,194+34.4% |
| Admin fee / account holder | $2,248 | $6,529-65.6% | $10,320-78.2% | $7,856-71.4% |