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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 | $198,197 | $60,349+228.4% | $74,184+167.2% | $62,881+215.2% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 8.39% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,973 | $1,680+17.4% | $2,370-16.8% | $2,281-13.5% |
| Participant deferral / active EE | $5,534 | $2,856+93.8% | $3,550+55.9% | $3,203+72.8% |
| Admin fee / account holder | $7,195 | $4,261+68.9% | $5,586+28.8% | $4,296+67.5% |