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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 | $228,315 | $101,778+124.3% | $164,975+38.4% | $80,925+182.1% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 15.70% | 16.73%-1.0pp | 70.12%-54.4pp | 35.65%-19.9pp |
| Employer contribution / active EE | $3,508 | $2,954+18.8% | $4,343-19.2% | $2,756+27.3% |
| Participant deferral / active EE | $8,274 | $4,477+84.8% | $6,033+37.1% | $4,299+92.5% |
| Admin fee / account holder | $6,003 | $8,221-27.0% | $12,688-52.7% | $6,940-13.5% |