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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 | $227,765 | $76,551+197.5% | $123,894+83.8% | $62,881+262.2% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,584 | $2,882+93.7% | $4,617+21.0% | $2,281+144.8% |
| Participant deferral / active EE | $8,294 | $4,840+71.4% | $5,984+38.6% | $3,203+158.9% |
| Admin fee / account holder | $1,623 | $4,826-66.4% | $8,357-80.6% | $4,296-62.2% |