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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 | $204,293 | $95,453+114.0% | $112,040+82.3% | $82,448+147.8% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 20.14% | 23.92%-3.8pp | 24.52%-4.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,157 | $2,318+36.2% | $2,954+6.9% | $2,551+23.8% |
| Participant deferral / active EE | $8,333 | $4,224+97.3% | $5,098+63.5% | $4,139+101.3% |
| Admin fee / account holder | $2,399 | $9,013-73.4% | $12,098-80.2% | $7,234-66.8% |