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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 | $206,507 | $57,073+261.8% | $85,126+142.6% | $80,925+155.2% |
| Participation rate | 72.4% | 56.4%+16.0pp | 67.5%+4.9pp | 67.7%+4.8pp |
| Annual return | 17.51% | 21.69%-4.2pp | 66.63%-49.1pp | 35.65%-18.1pp |
| Employer contribution / active EE | $3,806 | $1,801+111.4% | $2,731+39.3% | $2,756+38.1% |
| Participant deferral / active EE | $7,829 | $3,113+151.5% | $4,523+73.1% | $4,299+82.1% |
| Admin fee / account holder | $5,234 | $4,988+4.9% | $6,160-15.0% | $6,940-24.6% |