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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 | $244,968 | $94,031+160.5% | $115,768+111.6% | $82,448+197.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 17.15% | 20.61%-3.5pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,767 | $2,323+19.1% | $2,940-5.9% | $2,551+8.5% |
| Participant deferral / active EE | $8,230 | $3,972+107.2% | $4,917+67.4% | $4,139+98.8% |
| Admin fee / account holder | $56,148 | $10,249+447.8% | $12,439+351.4% | $7,234+676.1% |