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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 | $208,348 | $72,269+188.3% | $101,271+105.7% | $79,852+160.9% |
| Participation rate | 86.8% | 68.5%+18.4pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 16.94% | 22.29%-5.4pp | 46.48%-29.5pp | 31.72%-14.8pp |
| Employer contribution / active EE | $7,089 | $2,692+163.4% | $3,660+93.7% | $2,471+186.9% |
| Participant deferral / active EE | $8,782 | $3,282+167.6% | $4,371+100.9% | $3,740+134.8% |
| Admin fee / account holder | $1,284 | $4,401-70.8% | $5,948-78.4% | $5,306-75.8% |