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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 | $219,054 | $76,551+186.2% | $123,894+76.8% | $62,881+248.4% |
| Participation rate | 82.4% | 73.0%+9.4pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 8.50% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,922 | $2,882+174.8% | $4,617+71.6% | $2,281+247.3% |
| Participant deferral / active EE | $6,208 | $4,840+28.3% | $5,984+3.7% | $3,203+93.8% |
| Admin fee / account holder | $9,361 | $4,826+94.0% | $8,357+12.0% | $4,296+117.9% |