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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 | $201,975 | $86,940+132.3% | $102,434+97.2% | $80,935+149.6% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $5,996 | $2,370+153.0% | $3,023+98.3% | $2,757+117.5% |
| Participant deferral / active EE | $8,453 | $4,121+105.1% | $5,055+67.2% | $4,299+96.6% |
| Admin fee / account holder | $7,194 | $8,047-10.6% | $9,462-24.0% | $6,924+3.9% |