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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 | $240,434 | $78,015+208.2% | $178,505+34.7% | $80,959+197.0% |
| Participation rate | 82.1% | 65.7%+16.5pp | 77.1%+5.0pp | 67.7%+14.5pp |
| Annual return | 14.36% | 18.10%-3.7pp | 27.16%-12.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,024 | $2,281+32.6% | $3,955-23.5% | $2,757+9.7% |
| Participant deferral / active EE | $9,689 | $4,406+119.9% | $6,280+54.3% | $4,300+125.3% |
| Admin fee / account holder | $8,161 | $7,160+14.0% | $10,428-21.7% | $6,925+17.8% |