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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 | $197,877 | $76,551+158.5% | $123,894+59.7% | $62,881+214.7% |
| Participation rate | 97.4% | 73.0%+24.5pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 10.75% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,717 | $2,882+28.9% | $4,617-19.5% | $2,281+62.9% |
| Participant deferral / active EE | $6,404 | $4,840+32.3% | $5,984+7.0% | $3,203+99.9% |
| Admin fee / account holder | $7,229 | $4,826+49.8% | $8,357-13.5% | $4,296+68.3% |