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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 | $200,129 | $97,550+105.2% | $120,344+66.3% | $87,485+128.8% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.7%+6.1pp | 68.9%+13.9pp |
| Annual return | 13.84% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,819 | $2,291+23.0% | $3,020-6.7% | $2,596+8.6% |
| Participant deferral / active EE | $12,760 | $4,230+201.7% | $5,135+148.5% | $4,274+198.6% |
| Admin fee / account holder | $3,962 | $9,543-58.5% | $12,742-68.9% | $7,775-49.0% |