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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 | $97,550+130.8% | $120,344+87.1% | $87,485+157.4% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.7%+17.4pp | 68.9%+25.2pp |
| Annual return | 15.46% | 18.41%-3.0pp | 20.30%-4.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,780 | $2,291+65.0% | $3,020+25.2% | $2,596+45.6% |
| Participant deferral / active EE | $7,287 | $4,230+72.3% | $5,135+41.9% | $4,274+70.5% |
| Admin fee / account holder | $63,440 | $9,543+564.8% | $12,742+397.9% | $7,775+716.0% |