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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 | $244,458 | $86,940+181.2% | $102,434+138.6% | $80,935+202.0% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.2pp |
| Annual return | 14.45% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $6,186 | $2,370+161.1% | $3,023+104.6% | $2,757+124.4% |
| Participant deferral / active EE | $7,193 | $4,121+74.5% | $5,055+42.3% | $4,299+67.3% |
| Admin fee / account holder | $1,614 | $8,047-79.9% | $9,462-82.9% | $6,924-76.7% |