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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 | $78,027+208.1% | $178,528+34.7% | $80,925+197.1% |
| Participation rate | 82.1% | 65.7%+16.5pp | 77.1%+5.0pp | 67.7%+14.5pp |
| Annual return | 14.36% | 18.09%-3.7pp | 27.11%-12.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,024 | $2,281+32.6% | $3,950-23.5% | $2,756+9.7% |
| Participant deferral / active EE | $9,689 | $4,408+119.8% | $6,278+54.3% | $4,299+125.4% |
| Admin fee / account holder | $8,161 | $7,168+13.9% | $10,419-21.7% | $6,940+17.6% |