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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 | $185,383 | $79,955+131.9% | $98,461+88.3% | $75,173+146.6% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 20.59% | 19.75%+0.8pp | 21.17%-0.6pp | 160.72%-140.1pp |
| Employer contribution / active EE | $2,930 | $2,264+29.4% | $3,049-3.9% | $2,671+9.7% |
| Participant deferral / active EE | $4,984 | $3,752+32.8% | $4,738+5.2% | $4,126+20.8% |
| Admin fee / account holder | $42,743 | $6,841+524.8% | $8,961+377.0% | $5,651+656.4% |