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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 | $248,243 | $97,550+154.5% | $120,344+106.3% | $87,485+183.8% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.7%+18.8pp | 68.9%+26.6pp |
| Annual return | 14.47% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,062 | $2,291-53.6% | $3,020-64.8% | $2,596-59.1% |
| Participant deferral / active EE | $10,952 | $4,230+158.9% | $5,135+113.3% | $4,274+156.3% |
| Admin fee / account holder | $26,111 | $9,543+173.6% | $12,742+104.9% | $7,775+235.8% |