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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 | $198,482 | $78,197+153.8% | $98,090+102.3% | $82,637+140.2% |
| Participation rate | 76.0% | 77.5%-1.5pp | 81.5%-5.5pp | 68.1%+7.9pp |
| Annual return | 15.68% | 40.25%-24.6pp | 37.05%-21.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $7,259 | $2,605+178.7% | $3,606+101.3% | $2,552+184.4% |
| Participant deferral / active EE | $10,962 | $6,636+65.2% | $7,845+39.7% | $4,126+165.7% |
| Admin fee / account holder | $2,871 | $14,832-80.6% | $11,815-75.7% | $7,339-60.9% |