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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 | $204,754 | $62,549+227.4% | $85,705+138.9% | $85,851+138.5% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.9%+28.2pp | 69.3%+28.8pp |
| Annual return | 25.07% | 23.77%+1.3pp | 21.49%+3.6pp | 318.63%-293.6pp |
| Employer contribution / active EE | $2,022 | $1,755+15.2% | $2,619-22.8% | $2,565-21.2% |
| Participant deferral / active EE | $5,286 | $2,802+88.6% | $3,924+34.7% | $3,952+33.7% |
| Admin fee / account holder | $9,768 | $4,644+110.3% | $6,877+42.0% | $6,261+56.0% |