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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 | $214,003 | $81,276+163.3% | $155,574+37.6% | $80,925+164.4% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 18.36% | 33.36%-15.0pp | 64.87%-46.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $4,416 | $3,103+42.3% | $4,676-5.6% | $2,756+60.2% |
| Participant deferral / active EE | $8,445 | $3,453+144.6% | $5,629+50.0% | $4,299+96.5% |
| Admin fee / account holder | $7,434 | $7,993-7.0% | $15,914-53.3% | $6,940+7.1% |