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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 | $164,571 | $58,523+181.2% | $99,470+65.4% | $72,983+125.5% |
| Participation rate | 98.4% | 64.6%+33.7pp | 73.8%+24.5pp | 69.5%+28.9pp |
| Annual return | 18.32% | 28.51%-10.2pp | 30.72%-12.4pp | 81.01%-62.7pp |
| Employer contribution / active EE | $3,408 | $1,512+125.4% | $2,540+34.2% | $2,440+39.7% |
| Participant deferral / active EE | $7,812 | $2,606+199.8% | $3,619+115.9% | $3,608+116.5% |
| Admin fee / account holder | $10,039 | $4,102+144.7% | $6,252+60.6% | $5,124+95.9% |