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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 | $249,165 | $80,983+207.7% | $96,544+158.1% | $75,177+231.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 18.68% | 27.05%-8.4pp | 25.88%-7.2pp | 160.75%-142.1pp |
| Employer contribution / active EE | $4,436 | $2,282+94.3% | $2,966+49.5% | $2,671+66.1% |
| Participant deferral / active EE | $7,765 | $3,929+97.7% | $4,851+60.1% | $4,126+88.2% |
| Admin fee / account holder | $9,871 | $6,717+47.0% | $8,254+19.6% | $5,651+74.7% |