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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 | $189,265 | $52,306+261.8% | $69,779+171.2% | $62,881+201.0% |
| Participation rate | 93.1% | 67.2%+25.9pp | 71.8%+21.3pp | 69.3%+23.8pp |
| Annual return | 9.66% | 13.35%-3.7pp | 12.99%-3.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $6,563 | $1,799+264.8% | $2,338+180.7% | $2,281+187.8% |
| Participant deferral / active EE | $6,145 | $2,395+156.6% | $2,931+109.7% | $3,203+91.8% |
| Admin fee / account holder | $7,418 | $3,691+101.0% | $4,381+69.3% | $4,296+72.7% |