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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 | $194,226 | $72,027+169.7% | $185,861+4.5% | $79,856+143.2% |
| Participation rate | 93.8% | 65.8%+28.0pp | 78.0%+15.7pp | 69.6%+24.1pp |
| Annual return | 14.37% | 23.13%-8.8pp | 35.96%-21.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,079 | $1,965+56.7% | $4,088-24.7% | $2,471+24.6% |
| Participant deferral / active EE | $13,759 | $3,780+264.0% | $5,634+144.2% | $3,741+267.8% |
| Admin fee / account holder | $49,825 | $4,513+1004.0% | $9,503+424.3% | $5,306+839.0% |