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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 | $224,759 | $73,787+204.6% | $98,716+127.7% | $82,448+172.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.86% | 18.57%+1.3pp | 31.81%-11.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,743 | $1,511+15.4% | $2,279-23.5% | $2,551-31.7% |
| Participant deferral / active EE | $4,046 | $3,081+31.3% | $4,0480% | $4,139-2.3% |
| Admin fee / account holder | $1,391 | $6,500-78.6% | $8,703-84.0% | $7,234-80.8% |