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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 | $81,358+163.0% | $155,556+37.6% | $80,959+164.3% |
| Participation rate | 94.7% | 66.3%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 18.36% | 33.39%-15.0pp | 64.84%-46.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $4,416 | $3,106+42.1% | $4,675-5.6% | $2,757+60.2% |
| Participant deferral / active EE | $8,445 | $3,455+144.4% | $5,631+50.0% | $4,300+96.4% |
| Admin fee / account holder | $7,434 | $7,994-7.0% | $15,885-53.2% | $6,925+7.3% |