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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 | $188,026 | $72,027+161.1% | $185,861+1.2% | $79,856+135.5% |
| Participation rate | 89.7% | 65.8%+23.9pp | 78.0%+11.6pp | 69.6%+20.0pp |
| Annual return | 12.42% | 23.13%-10.7pp | 35.96%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,972 | $1,965+51.2% | $4,088-27.3% | $2,471+20.3% |
| Participant deferral / active EE | $7,203 | $3,780+90.6% | $5,634+27.8% | $3,741+92.6% |
| Admin fee / account holder | $5,106 | $4,513+13.1% | $9,503-46.3% | $5,306-3.8% |