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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 | $201,849 | $69,444+190.7% | $92,985+117.1% | $87,485+130.7% |
| Participation rate | 87.8% | 63.3%+24.5pp | 69.5%+18.3pp | 68.9%+18.8pp |
| Annual return | 19.47% | 23.85%-4.4pp | 27.99%-8.5pp | 26.06%-6.6pp |
| Employer contribution / active EE | $3,533 | $1,917+84.3% | $2,662+32.7% | $2,596+36.1% |
| Participant deferral / active EE | $10,151 | $3,364+201.8% | $4,377+131.9% | $4,274+137.5% |
| Admin fee / account holder | $12,888 | $6,137+110.0% | $9,463+36.2% | $7,775+65.8% |