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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 | $184,493 | $78,520+135.0% | $96,576+91.0% | $82,448+123.8% |
| Participation rate | 98.6% | 77.7%+20.8pp | 81.4%+17.1pp | 68.1%+30.5pp |
| Annual return | 15.20% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,006 | $2,630+52.3% | $3,553+12.7% | $2,551+57.0% |
| Participant deferral / active EE | $14,683 | $6,754+117.4% | $7,956+84.5% | $4,139+254.7% |
| Admin fee / account holder | $37,228 | $13,455+176.7% | $11,381+227.1% | $7,234+414.6% |