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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 | $193,897 | $75,541+156.7% | $152,093+27.5% | $82,637+134.6% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 16.45% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,687 | $2,622+40.6% | $4,175-11.7% | $2,552+44.5% |
| Participant deferral / active EE | $8,502 | $3,206+165.2% | $5,451+56.0% | $4,126+106.1% |
| Admin fee / account holder | $8,299 | $6,405+29.6% | $14,497-42.8% | $7,339+13.1% |