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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 | $100,194+147.8% | $122,979+101.9% | $86,983+185.4% |
| Participation rate | 95.6% | 73.0%+22.6pp | 77.2%+18.4pp | 69.5%+26.0pp |
| Annual return | 14.47% | 16.47%-2.0pp | 20.12%-5.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,062 | $2,326-54.3% | $3,062-65.3% | $2,584-58.9% |
| Participant deferral / active EE | $10,952 | $4,133+165.0% | $5,003+118.9% | $4,194+161.1% |
| Admin fee / account holder | $26,111 | $10,148+157.3% | $12,864+103.0% | $7,856+232.4% |