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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 | $220,240 | $114,712+92.0% | $173,730+26.8% | $87,485+151.7% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.8pp |
| Annual return | 15.65% | 20.18%-4.5pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $4,346 | $2,904+49.6% | $4,577-5.1% | $2,596+67.4% |
| Participant deferral / active EE | $6,859 | $4,642+47.8% | $6,326+8.4% | $4,274+60.5% |
| Admin fee / account holder | $70,969 | $10,210+595.1% | $17,523+305.0% | $7,775+812.8% |