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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 | $240,666 | $97,550+146.7% | $120,344+100.0% | $87,485+175.1% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.7%+11.6pp | 68.9%+19.4pp |
| Annual return | 15.53% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.5pp |
| Employer contribution / active EE | $5,004 | $2,291+118.4% | $3,020+65.7% | $2,596+92.7% |
| Participant deferral / active EE | $6,012 | $4,230+42.1% | $5,135+17.1% | $4,274+40.7% |
| Admin fee / account holder | $5,517 | $9,543-42.2% | $12,742-56.7% | $7,775-29.0% |