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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 | $155,608 | $76,551+103.3% | $123,894+25.6% | $62,881+147.5% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 14.41% | 18.68%-4.3pp | 47.52%-33.1pp | 20.14%-5.7pp |
| Employer contribution / active EE | $3,189 | $2,882+10.6% | $4,617-30.9% | $2,281+39.8% |
| Participant deferral / active EE | $10,271 | $4,840+112.2% | $5,984+71.6% | $3,203+220.7% |
| Admin fee / account holder | $34,500 | $4,826+614.9% | $8,357+312.8% | $4,296+703.1% |