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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 | $78,520+152.8% | $96,576+105.5% | $82,448+140.7% |
| Participation rate | 76.0% | 77.7%-1.7pp | 81.4%-5.4pp | 68.1%+7.9pp |
| Annual return | 15.68% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $7,259 | $2,630+176.1% | $3,553+104.3% | $2,551+184.6% |
| Participant deferral / active EE | $10,962 | $6,754+62.3% | $7,956+37.8% | $4,139+164.8% |
| Admin fee / account holder | $2,871 | $13,455-78.7% | $11,381-74.8% | $7,234-60.3% |