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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 | $244,950 | $86,949+181.7% | $102,460+139.1% | $80,959+202.6% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.7%+24.7pp |
| Annual return | 17.33% | 18.89%-1.6pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $6,304 | $2,370+166.0% | $3,025+108.4% | $2,757+128.6% |
| Participant deferral / active EE | $7,064 | $4,121+71.4% | $5,056+39.7% | $4,300+64.3% |
| Admin fee / account holder | $28,612 | $8,048+255.5% | $9,460+202.5% | $6,925+313.2% |