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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 | $203,209 | $100,970+101.3% | $96,576+110.4% | $137,256+48.1% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 18.21% | 38.16%-19.9pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,664 | $3,809+48.7% | $3,553+59.4% | $4,156+36.3% |
| Participant deferral / active EE | $14,422 | $8,286+74.0% | $7,956+81.3% | $6,407+125.1% |
| Admin fee / account holder | $1,053 | $11,312-90.7% | $11,381-90.7% | $12,270-91.4% |