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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 | $187,013 | $57,065+227.7% | $75,670+147.1% | $70,131+166.7% |
| Participation rate | 88.5% | 68.1%+20.4pp | 72.3%+16.1pp | 69.5%+18.9pp |
| Annual return | 20.80% | 23.57%-2.8pp | 27.34%-6.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $5,214 | $1,817+187.0% | $2,352+121.7% | $2,342+122.6% |
| Participant deferral / active EE | $3,577 | $2,580+38.7% | $3,142+13.8% | $3,332+7.4% |
| Admin fee / account holder | $870 | $3,825-77.2% | $5,800-85.0% | $4,645-81.3% |