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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 | $211,939 | $83,898+152.6% | $133,346+58.9% | $94,015+125.4% |
| Participation rate | 98.5% | 63.4%+35.2pp | 72.8%+25.7pp | 70.8%+27.7pp |
| Annual return | 14.07% | 16.00%-1.9pp | 36.85%-22.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,701 | $1,821+48.4% | $2,853-5.3% | $2,790-3.2% |
| Participant deferral / active EE | $7,139 | $3,245+120.0% | $4,332+64.8% | $4,249+68.0% |
| Admin fee / account holder | $27,756 | $7,809+255.5% | $14,264+94.6% | $8,951+210.1% |