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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 | $210,773 | $114,712+83.7% | $173,730+21.3% | $87,485+140.9% |
| Participation rate | 96.9% | 73.0%+23.9pp | 79.6%+17.3pp | 68.9%+27.9pp |
| Annual return | 17.18% | 20.18%-3.0pp | 19.96%-2.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $7,817 | $2,904+169.2% | $4,577+70.8% | $2,596+201.1% |
| Participant deferral / active EE | $8,678 | $4,642+87.0% | $6,326+37.2% | $4,274+103.1% |
| Admin fee / account holder | $9,699 | $10,210-5.0% | $17,523-44.7% | $7,775+24.7% |