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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 | $217,224 | $81,262+167.3% | $155,602+39.6% | $80,911+168.5% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 25.64% | 33.34%-7.7pp | 64.81%-39.2pp | 35.63%-10.0pp |
| Employer contribution / active EE | $8,527 | $3,102+174.9% | $4,675+82.4% | $2,756+209.4% |
| Participant deferral / active EE | $6,169 | $3,451+78.7% | $5,629+9.6% | $4,297+43.6% |
| Admin fee / account holder | $2,819 | $7,992-64.7% | $15,923-82.3% | $6,935-59.4% |