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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 | $225,427 | $81,476+176.7% | $102,383+120.2% | $80,925+178.6% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.7%+23.1pp |
| Annual return | 15.04% | 25.59%-10.6pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,010 | $3,105+29.2% | $3,870+3.6% | $2,756+45.5% |
| Participant deferral / active EE | $8,687 | $3,871+124.4% | $5,060+71.7% | $4,299+102.1% |
| Admin fee / account holder | $15,879 | $6,717+136.4% | $8,391+89.2% | $6,940+128.8% |