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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 | $182,770 | $73,787+147.7% | $98,716+85.1% | $82,448+121.7% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.3%+16.4pp | 68.1%+17.6pp |
| Annual return | 14.14% | 18.57%-4.4pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,793 | $1,511+151.0% | $2,279+66.5% | $2,551+48.7% |
| Participant deferral / active EE | $8,894 | $3,081+188.6% | $4,048+119.7% | $4,139+114.9% |
| Admin fee / account holder | $24,132 | $6,500+271.2% | $8,703+177.3% | $7,234+233.6% |