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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 | $58,627+244.3% | $76,735+163.0% | $82,448+144.8% |
| Participation rate | 87.8% | 63.2%+24.5pp | 69.5%+18.3pp | 68.1%+19.7pp |
| Annual return | 19.47% | 39.10%-19.6pp | 29.77%-10.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,533 | $1,729+104.3% | $2,454+44.0% | $2,551+38.5% |
| Participant deferral / active EE | $10,151 | $3,134+224.0% | $4,088+148.3% | $4,139+145.2% |
| Admin fee / account holder | $12,888 | $5,323+142.1% | $7,189+79.3% | $7,234+78.1% |