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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 | $191,990 | $49,025+291.6% | $87,502+119.4% | $62,881+205.3% |
| Participation rate | 93.9% | 64.9%+29.1pp | 73.8%+20.1pp | 69.3%+24.6pp |
| Annual return | 8.73% | 10.02%-1.3pp | 12.21%-3.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,364 | $1,372+145.2% | $2,550+31.9% | $2,281+47.5% |
| Participant deferral / active EE | $6,908 | $2,289+201.7% | $3,149+119.4% | $3,203+115.7% |
| Admin fee / account holder | $39,884 | $4,065+881.1% | $4,221+845.0% | $4,296+828.5% |