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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 | $192,493 | $72,273+166.3% | $101,275+90.1% | $79,856+141.0% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 13.73% | 22.30%-8.6pp | 46.48%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,379 | $2,691+25.6% | $3,660-7.7% | $2,471+36.8% |
| Participant deferral / active EE | $7,091 | $3,282+116.1% | $4,371+62.2% | $3,741+89.6% |
| Admin fee / account holder | $4,071 | $4,401-7.5% | $5,948-31.6% | $5,306-23.3% |