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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 | $242,634 | $95,404+154.3% | $113,397+114.0% | $82,637+193.6% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.5%+19.2pp | 68.1%+27.6pp |
| Annual return | 15.83% | 19.08%-3.2pp | 23.20%-7.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,376 | $2,307+46.4% | $2,977+13.4% | $2,552+32.3% |
| Participant deferral / active EE | $8,616 | $4,220+104.2% | $5,076+69.7% | $4,126+108.8% |
| Admin fee / account holder | $12,770 | $9,168+39.3% | $11,957+6.8% | $7,339+74.0% |