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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 | $77,574+203.2% | $108,753+116.3% | $86,983+170.4% |
| Participation rate | 97.3% | 62.3%+35.0pp | 71.1%+26.2pp | 69.5%+27.8pp |
| Annual return | 15.20% | 18.42%-3.2pp | 37.47%-22.3pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,123 | $1,611-30.3% | $2,427-53.7% | $2,584-56.5% |
| Participant deferral / active EE | $10,016 | $3,128+220.2% | $4,115+143.4% | $4,194+138.8% |
| Admin fee / account holder | $16,548 | $6,529+153.5% | $10,320+60.4% | $7,856+110.6% |