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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 | $222,902 | $67,602+229.7% | $82,312+170.8% | $70,126+217.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 19.15% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,537 | $1,755+44.6% | $2,428+4.5% | $2,343+8.3% |
| Participant deferral / active EE | $3,602 | $2,987+20.6% | $3,706-2.8% | $3,332+8.1% |
| Admin fee / account holder | $1,625 | $4,512-64.0% | $5,608-71.0% | $4,645-65.0% |