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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 | $202,222 | $58,600+245.1% | $83,327+142.7% | $64,173+215.1% |
| Participation rate | 91.2% | 72.0%+19.1pp | 77.8%+13.4pp | 69.6%+21.6pp |
| Annual return | 19.25% | 9.66%+9.6pp | 10.64%+8.6pp | 7.63%+11.6pp |
| Employer contribution / active EE | $856 | $2,098-59.2% | $3,379-74.7% | $2,381-64.0% |
| Participant deferral / active EE | $10,082 | $4,656+116.6% | $5,565+81.2% | $3,470+190.6% |
| Admin fee / account holder | $2,457 | $9,282-73.5% | $7,540-67.4% | $4,887-49.7% |