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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 | $219,519 | $86,050+155.1% | $189,758+15.7% | $94,015+133.5% |
| Participation rate | 90.9% | 68.9%+22.0pp | 79.8%+11.1pp | 70.8%+20.1pp |
| Annual return | 15.99% | 17.77%-1.8pp | 52.62%-36.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $3,874 | $2,819+37.4% | $4,767-18.7% | $2,790+38.8% |
| Participant deferral / active EE | $5,483 | $3,349+63.7% | $5,856-6.4% | $4,249+29.0% |
| Admin fee / account holder | $30,487 | $6,627+360.1% | $20,388+49.5% | $8,951+240.6% |