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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 | $207,028 | $81,487+154.1% | $102,412+102.2% | $80,935+155.8% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.7%+8.2pp |
| Annual return | 16.17% | 25.60%-9.4pp | 24.94%-8.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,185 | $3,103+2.6% | $3,870-17.7% | $2,757+15.5% |
| Participant deferral / active EE | $6,173 | $3,871+59.5% | $5,060+22.0% | $4,299+43.6% |
| Admin fee / account holder | $1,460 | $6,717-78.3% | $8,388-82.6% | $6,924-78.9% |