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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 | $190,086 | $76,551+148.3% | $123,894+53.4% | $62,881+202.3% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 9.03% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6,204 | $2,882+115.2% | $4,617+34.4% | $2,281+172.0% |
| Participant deferral / active EE | $7,464 | $4,840+54.2% | $5,984+24.7% | $3,203+133.0% |
| Admin fee / account holder | $2,244 | $4,826-53.5% | $8,357-73.1% | $4,296-47.8% |