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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 | $209,682 | $81,487+157.3% | $102,412+104.7% | $80,935+159.1% |
| Participation rate | 83.0% | 66.8%+16.2pp | 74.5%+8.5pp | 67.7%+15.4pp |
| Annual return | 16.24% | 25.60%-9.4pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $4,737 | $3,103+52.7% | $3,870+22.4% | $2,757+71.8% |
| Participant deferral / active EE | $8,235 | $3,871+112.7% | $5,060+62.7% | $4,299+91.5% |
| Admin fee / account holder | $1,093 | $6,717-83.7% | $8,388-87.0% | $6,924-84.2% |