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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 | $203,494 | $77,574+162.3% | $108,753+87.1% | $86,983+133.9% |
| Participation rate | 95.8% | 62.3%+33.5pp | 71.1%+24.7pp | 69.5%+26.3pp |
| Annual return | 14.92% | 18.42%-3.5pp | 37.47%-22.5pp | 25.83%-10.9pp |
| Employer contribution / active EE | $3,467 | $1,611+115.3% | $2,427+42.9% | $2,584+34.2% |
| Participant deferral / active EE | $10,123 | $3,128+223.6% | $4,115+146.0% | $4,194+141.4% |
| Admin fee / account holder | $16,129 | $6,529+147.0% | $10,320+56.3% | $7,856+105.3% |