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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 | $194,327 | $81,504+138.4% | $102,437+89.7% | $80,959+140.0% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.7%+25.9pp |
| Annual return | 10.66% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $8,850 | $3,104+185.2% | $3,871+128.6% | $2,757+221.0% |
| Participant deferral / active EE | $6,860 | $3,871+77.2% | $5,060+35.6% | $4,300+59.5% |
| Admin fee / account holder | $4,785 | $6,719-28.8% | $8,388-43.0% | $6,925-30.9% |