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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 | $194,188 | $81,504+138.3% | $102,437+89.6% | $80,959+139.9% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 16.06% | 25.60%-9.5pp | 24.95%-8.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $7,174 | $3,104+131.2% | $3,871+85.3% | $2,757+160.2% |
| Participant deferral / active EE | $5,732 | $3,871+48.1% | $5,060+13.3% | $4,300+33.3% |
| Admin fee / account holder | $6,732 | $6,719+0.2% | $8,388-19.7% | $6,925-2.8% |