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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 | $114,712+109.8% | $173,730+38.6% | $87,485+175.1% |
| Participation rate | 97.5% | 73.0%+24.5pp | 79.6%+17.9pp | 68.9%+28.6pp |
| Annual return | 14.57% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,636 | $2,904+25.2% | $4,577-20.6% | $2,596+40.1% |
| Participant deferral / active EE | $12,253 | $4,642+164.0% | $6,326+93.7% | $4,274+186.7% |
| Admin fee / account holder | $13,850 | $10,210+35.7% | $17,523-21.0% | $7,775+78.1% |