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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 | $215,475 | $76,112+183.1% | $96,534+123.2% | $71,511+201.3% |
| Participation rate | 83.0% | 74.4%+8.6pp | 76.0%+7.0pp | 67.9%+15.1pp |
| Annual return | 22.00% | 22.81%-0.8pp | 25.88%-3.9pp | 28.86%-6.9pp |
| Employer contribution / active EE | $3,225 | $2,248+43.5% | $2,965+8.8% | $2,589+24.6% |
| Participant deferral / active EE | $7,174 | $4,217+70.1% | $4,851+47.9% | $4,291+67.2% |
| Admin fee / account holder | $23,440 | $2,708+765.4% | $8,253+184.0% | $1,588+1375.6% |