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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 | $208,292 | $72,027+189.2% | $185,835+12.1% | $79,852+160.8% |
| Participation rate | 94.7% | 65.8%+29.0pp | 78.0%+16.7pp | 69.6%+25.1pp |
| Annual return | 23.10% | 23.13%0pp | 35.96%-12.9pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,838 | $1,965-6.5% | $4,087-55.0% | $2,471-25.6% |
| Participant deferral / active EE | $8,187 | $3,780+116.6% | $5,633+45.3% | $3,740+118.9% |
| Admin fee / account holder | $2,960 | $4,513-34.4% | $9,502-68.9% | $5,306-44.2% |