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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 | $237,320 | $56,544+319.7% | $75,501+214.3% | $70,126+238.4% |
| Participation rate | 95.0% | 68.1%+26.9pp | 72.4%+22.6pp | 69.5%+25.5pp |
| Annual return | 17.40% | 23.59%-6.2pp | 27.35%-10.0pp | 73.15%-55.7pp |
| Employer contribution / active EE | $3,271 | $1,817+80.1% | $2,352+39.1% | $2,343+39.6% |
| Participant deferral / active EE | $7,302 | $2,580+183.1% | $3,142+132.4% | $3,332+119.2% |
| Admin fee / account holder | $2,255 | $3,827-41.1% | $5,801-61.1% | $4,645-51.5% |