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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 | $191,199 | $72,269+164.6% | $101,271+88.8% | $79,852+139.4% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 12.82% | 22.29%-9.5pp | 46.48%-33.7pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,821 | $2,692-32.3% | $3,660-50.2% | $2,471-26.3% |
| Participant deferral / active EE | $3,349 | $3,282+2.1% | $4,371-23.4% | $3,740-10.5% |
| Admin fee / account holder | $6,501 | $4,401+47.7% | $5,948+9.3% | $5,306+22.5% |