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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 | $234,406 | $72,492+223.4% | $87,102+169.1% | $72,983+221.2% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 18.37% | 24.46%-6.1pp | 28.19%-9.8pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,097 | $1,894+10.7% | $2,521-16.8% | $2,440-14.0% |
| Participant deferral / active EE | $6,833 | $3,270+109.0% | $4,048+68.8% | $3,608+89.4% |
| Admin fee / account holder | $11,696 | $5,055+131.4% | $7,491+56.1% | $5,124+128.2% |