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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 | $225,185 | $95,453+135.9% | $112,040+101.0% | $82,448+173.1% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 15.46% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,780 | $2,318+63.1% | $2,954+28.0% | $2,551+48.2% |
| Participant deferral / active EE | $7,287 | $4,224+72.5% | $5,098+42.9% | $4,139+76.0% |
| Admin fee / account holder | $63,440 | $9,013+603.8% | $12,098+424.4% | $7,234+776.9% |