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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 | $244,562 | $77,472+215.7% | $100,415+143.6% | $80,959+202.1% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.0pp | 67.7%+27.9pp |
| Annual return | 13.47% | 37.26%-23.8pp | 49.47%-36.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,276 | $2,800+17.0% | $3,943-16.9% | $2,757+18.8% |
| Participant deferral / active EE | $5,829 | $6,818-14.5% | $8,091-28.0% | $4,300+35.5% |
| Admin fee / account holder | $12,336 | $5,885+109.6% | $7,906+56.0% | $6,925+78.1% |