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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 | $208,423 | $101,795+104.7% | $165,100+26.2% | $80,959+157.4% |
| Participation rate | 78.8% | 71.8%+6.9pp | 78.6%+0.1pp | 67.7%+11.1pp |
| Annual return | 11.29% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,278 | $2,954+78.7% | $4,348+21.4% | $2,757+91.4% |
| Participant deferral / active EE | $7,039 | $4,476+57.3% | $6,035+16.6% | $4,300+63.7% |
| Admin fee / account holder | $12,612 | $8,221+53.4% | $12,696-0.7% | $6,925+82.1% |