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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 | $207,023 | $80,992+155.6% | $96,534+114.5% | $75,173+175.4% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 18.08% | 27.05%-9.0pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,264 | $2,283+86.8% | $2,965+43.8% | $2,671+59.7% |
| Participant deferral / active EE | $9,463 | $3,929+140.8% | $4,851+95.1% | $4,126+129.3% |
| Admin fee / account holder | $5,801 | $6,717-13.6% | $8,253-29.7% | $5,651+2.7% |