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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 | $214,507 | $108,825+97.1% | $156,181+37.3% | $82,448+160.2% |
| Participation rate | 87.1% | 72.4%+14.7pp | 78.8%+8.3pp | 68.1%+19.0pp |
| Annual return | 14.51% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,538 | $2,870+58.1% | $4,294+5.7% | $2,551+77.9% |
| Participant deferral / active EE | $7,403 | $4,577+61.7% | $6,132+20.7% | $4,139+78.8% |
| Admin fee / account holder | $1,429 | $9,341-84.7% | $14,586-90.2% | $7,234-80.2% |