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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 | $235,193 | $83,898+180.3% | $133,346+76.4% | $94,015+150.2% |
| Participation rate | 97.3% | 63.4%+33.9pp | 72.8%+24.4pp | 70.8%+26.5pp |
| Annual return | 15.20% | 16.00%-0.8pp | 36.85%-21.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,123 | $1,821-38.3% | $2,853-60.6% | $2,790-59.7% |
| Participant deferral / active EE | $10,016 | $3,245+208.7% | $4,332+131.2% | $4,249+135.7% |
| Admin fee / account holder | $16,548 | $7,809+111.9% | $14,264+16.0% | $8,951+84.9% |