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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 | $197,207 | $76,371+158.2% | $93,621+110.6% | $72,976+170.2% |
| Participation rate | 98.3% | 71.8%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 18.79% | 25.82%-7.0pp | 32.76%-14.0pp | 81.02%-62.2pp |
| Employer contribution / active EE | $8,615 | $2,276+278.6% | $2,719+216.9% | $2,440+253.1% |
| Participant deferral / active EE | $4,307 | $3,538+21.7% | $4,070+5.8% | $3,608+19.4% |
| Admin fee / account holder | $7,719 | $6,839+12.9% | $7,890-2.2% | $5,124+50.6% |