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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 | $206,081 | $101,795+102.4% | $165,100+24.8% | $80,959+154.6% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.7%+12.7pp |
| Annual return | 12.53% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,898 | $2,954-1.9% | $4,348-33.4% | $2,757+5.1% |
| Participant deferral / active EE | $6,124 | $4,476+36.8% | $6,035+1.5% | $4,300+42.4% |
| Admin fee / account holder | $16,597 | $8,221+101.9% | $12,696+30.7% | $6,925+139.7% |