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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 | $190,373 | $76,551+148.7% | $123,894+53.7% | $62,881+202.8% |
| Participation rate | 91.8% | 73.0%+18.8pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 8.64% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,907 | $2,882+35.6% | $4,617-15.4% | $2,281+71.3% |
| Participant deferral / active EE | $6,295 | $4,840+30.1% | $5,984+5.2% | $3,203+96.5% |
| Admin fee / account holder | $2,925 | $4,826-39.4% | $8,357-65.0% | $4,296-31.9% |