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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 | $198,620 | $77,962+154.8% | $178,540+11.2% | $80,935+145.4% |
| Participation rate | 88.7% | 65.7%+23.0pp | 77.1%+11.6pp | 67.7%+21.0pp |
| Annual return | 11.05% | 18.10%-7.0pp | 27.15%-16.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $3,712 | $2,280+62.8% | $3,953-6.1% | $2,757+34.7% |
| Participant deferral / active EE | $7,122 | $4,404+61.7% | $6,281+13.4% | $4,299+65.6% |
| Admin fee / account holder | $38,636 | $7,156+439.9% | $10,424+270.6% | $6,924+458.0% |