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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 | $197,217 | $54,757+260.2% | $90,300+118.4% | $72,983+170.2% |
| Participation rate | 94.3% | 65.1%+29.2pp | 73.3%+21.1pp | 69.5%+24.9pp |
| Annual return | 18.92% | 30.63%-11.7pp | 78.11%-59.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $6,398 | $2,092+205.8% | $2,854+124.2% | $2,440+162.2% |
| Participant deferral / active EE | $6,413 | $2,887+122.2% | $3,884+65.1% | $3,608+77.8% |
| Admin fee / account holder | $2,896 | $3,972-27.1% | $5,353-45.9% | $5,124-43.5% |