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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 | $202,788 | $106,524+90.4% | $152,301+33.1% | $87,485+131.8% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.4%+2.4pp | 68.9%+15.9pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $7,307 | $3,371+116.7% | $4,624+58.0% | $2,596+181.4% |
| Participant deferral / active EE | $6,136 | $6,525-6.0% | $8,004-23.3% | $4,274+43.6% |
| Admin fee / account holder | $5,251 | $8,287-36.6% | $14,398-63.5% | $7,775-32.5% |