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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 | $190,717 | $78,027+144.4% | $178,528+6.8% | $80,925+135.7% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.7%+23.0pp |
| Annual return | 14.30% | 18.09%-3.8pp | 27.11%-12.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $6,727 | $2,281+194.9% | $3,950+70.3% | $2,756+144.1% |
| Participant deferral / active EE | $6,375 | $4,408+44.6% | $6,278+1.5% | $4,299+48.3% |
| Admin fee / account holder | $15,444 | $7,168+115.5% | $10,419+48.2% | $6,940+122.5% |