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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 | $123,478+75.5% | $216,567+0.1% | $94,015+130.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 81.6%+10.4pp | 70.8%+21.2pp |
| Annual return | 16.28% | 23.61%-7.3pp | 12.94%+3.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $6,400 | $3,136+104.1% | $5,216+22.7% | $2,790+129.4% |
| Participant deferral / active EE | $8,858 | $4,556+94.4% | $6,191+43.1% | $4,249+108.5% |
| Admin fee / account holder | $1,297 | $12,753-89.8% | $21,981-94.1% | $8,951-85.5% |