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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 | $196,873 | $77,817+153.0% | $123,553+59.3% | $64,173+206.8% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | 8.41% | 12.49%-4.1pp | 119.21%-110.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $3,338 | $3,014+10.7% | $4,628-27.9% | $2,381+40.2% |
| Participant deferral / active EE | $9,163 | $5,240+74.9% | $6,426+42.6% | $3,470+164.1% |
| Admin fee / account holder | $1,059 | $5,519-80.8% | $9,284-88.6% | $4,887-78.3% |