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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 | $201,383 | $83,898+140.0% | $133,346+51.0% | $94,015+114.2% |
| Participation rate | 90.6% | 63.4%+27.3pp | 72.8%+17.8pp | 70.8%+19.8pp |
| Annual return | 20.37% | 16.00%+4.4pp | 36.85%-16.5pp | 17.84%+2.5pp |
| Employer contribution / active EE | $5,587 | $1,821+206.9% | $2,853+95.8% | $2,790+100.2% |
| Participant deferral / active EE | $3,078 | $3,245-5.1% | $4,332-29.0% | $4,249-27.6% |
| Admin fee / account holder | $8,728 | $7,809+11.8% | $14,264-38.8% | $8,951-2.5% |