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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 | $216,706 | $114,712+88.9% | $173,730+24.7% | $87,485+147.7% |
| Participation rate | 92.0% | 73.0%+19.0pp | 79.6%+12.4pp | 68.9%+23.1pp |
| Annual return | 16.28% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $6,400 | $2,904+120.4% | $4,577+39.8% | $2,596+146.5% |
| Participant deferral / active EE | $8,858 | $4,642+90.8% | $6,326+40.0% | $4,274+107.3% |
| Admin fee / account holder | $1,297 | $10,210-87.3% | $17,523-92.6% | $7,775-83.3% |