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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 | $198,140 | $106,524+86.0% | $152,301+30.1% | $87,485+126.5% |
| Participation rate | 75.3% | 75.8%-0.4pp | 82.4%-7.1pp | 68.9%+6.4pp |
| Annual return | 15.82% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $7,092 | $3,371+110.4% | $4,624+53.4% | $2,596+173.2% |
| Participant deferral / active EE | $7,558 | $6,525+15.8% | $8,004-5.6% | $4,274+76.9% |
| Admin fee / account holder | $17,291 | $8,287+108.7% | $14,398+20.1% | $7,775+122.4% |