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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 | $189,023 | $106,524+77.4% | $152,301+24.1% | $87,485+116.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 19.51% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $6,181 | $3,371+83.3% | $4,624+33.7% | $2,596+138.1% |
| Participant deferral / active EE | $9,075 | $6,525+39.1% | $8,004+13.4% | $4,274+112.3% |
| Admin fee / account holder | $2,295 | $8,287-72.3% | $14,398-84.1% | $7,775-70.5% |