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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 | $169,515 | $73,787+129.7% | $98,716+71.7% | $82,448+105.6% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.3%+28.5pp | 68.1%+29.7pp |
| Annual return | 14.98% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,713 | $1,511+79.5% | $2,279+19.1% | $2,551+6.4% |
| Participant deferral / active EE | $4,783 | $3,081+55.2% | $4,048+18.2% | $4,139+15.6% |
| Admin fee / account holder | $11,108 | $6,500+70.9% | $8,703+27.6% | $7,234+53.5% |