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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 | $208,095 | $114,712+81.4% | $173,730+19.8% | $87,485+137.9% |
| Participation rate | 89.8% | 73.0%+16.8pp | 79.6%+10.2pp | 68.9%+20.9pp |
| Annual return | 17.09% | 20.18%-3.1pp | 19.96%-2.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $6,941 | $2,904+139.0% | $4,577+51.6% | $2,596+167.4% |
| Participant deferral / active EE | $10,536 | $4,642+127.0% | $6,326+66.5% | $4,274+146.5% |
| Admin fee / account holder | $609 | $10,210-94.0% | $17,523-96.5% | $7,775-92.2% |