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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 | $216,317 | $76,551+182.6% | $123,894+74.6% | $62,881+244.0% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.4pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,917 | $2,882+140.0% | $4,617+49.8% | $2,281+203.3% |
| Participant deferral / active EE | $9,548 | $4,840+97.3% | $5,984+59.6% | $3,203+198.1% |
| Admin fee / account holder | $4,466 | $4,826-7.4% | $8,357-46.6% | $4,296+4.0% |