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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 | $77,962+144.6% | $178,540+6.8% | $80,935+135.6% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.6pp | 67.7%+23.0pp |
| Annual return | 14.30% | 18.10%-3.8pp | 27.15%-12.8pp | 35.66%-21.4pp |
| Employer contribution / active EE | $6,727 | $2,280+195.0% | $3,953+70.2% | $2,757+144.0% |
| Participant deferral / active EE | $6,375 | $4,404+44.7% | $6,281+1.5% | $4,299+48.3% |
| Admin fee / account holder | $15,444 | $7,156+115.8% | $10,424+48.2% | $6,924+123.0% |