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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 | $209,917 | $86,938+141.5% | $102,423+105.0% | $80,925+159.4% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 14.01% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,479 | $2,369+4.6% | $3,023-18.0% | $2,756-10.1% |
| Participant deferral / active EE | $9,551 | $4,120+131.8% | $5,054+89.0% | $4,299+122.2% |
| Admin fee / account holder | $17,557 | $8,053+118.0% | $9,455+85.7% | $6,940+153.0% |