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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 | $193,540 | $83,485+131.8% | $125,192+54.6% | $72,975+165.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | 27.26% | 25.77%+1.5pp | 43.79%-16.5pp | 81.01%-53.7pp |
| Employer contribution / active EE | $3,112 | $2,346+32.7% | $3,866-19.5% | $2,440+27.6% |
| Participant deferral / active EE | $6,403 | $3,586+78.5% | $4,937+29.7% | $3,608+77.5% |
| Admin fee / account holder | $3,458 | $5,518-37.3% | $9,704-64.4% | $5,124-32.5% |