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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 | $222,353 | $76,551+190.5% | $123,894+79.5% | $62,881+253.6% |
| Participation rate | 81.1% | 73.0%+8.1pp | 81.4%-0.3pp | 69.3%+11.8pp |
| Annual return | 10.85% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $4,627 | $2,882+60.5% | $4,617+0.2% | $2,281+102.8% |
| Participant deferral / active EE | $9,834 | $4,840+103.2% | $5,984+64.3% | $3,203+207.0% |
| Admin fee / account holder | $8,049 | $4,826+66.8% | $8,357-3.7% | $4,296+87.4% |