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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 | $240,709 | $108,825+121.2% | $156,181+54.1% | $82,448+192.0% |
| Participation rate | 97.5% | 72.4%+25.1pp | 78.8%+18.7pp | 68.1%+29.4pp |
| Annual return | 14.57% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,636 | $2,870+26.7% | $4,294-15.3% | $2,551+42.5% |
| Participant deferral / active EE | $12,253 | $4,577+167.7% | $6,132+99.8% | $4,139+196.0% |
| Admin fee / account holder | $13,850 | $9,341+48.3% | $14,586-5.0% | $7,234+91.4% |