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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 | $248,164 | $97,550+154.4% | $120,344+106.2% | $87,485+183.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.7%+19.9pp | 68.9%+27.7pp |
| Annual return | 15.24% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $7,671 | $2,291+234.9% | $3,020+154.0% | $2,596+195.5% |
| Participant deferral / active EE | $10,078 | $4,230+138.3% | $5,135+96.3% | $4,274+135.8% |
| Admin fee / account holder | $32,313 | $9,543+238.6% | $12,742+153.6% | $7,775+315.6% |