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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 | $197,903 | $93,057+112.7% | $153,500+28.9% | $80,925+144.6% |
| Participation rate | 91.7% | 69.0%+22.7pp | 77.1%+14.6pp | 67.7%+24.0pp |
| Annual return | 15.03% | 19.96%-4.9pp | 15.70%-0.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,247 | $3,507+21.1% | $5,039-15.7% | $2,756+54.1% |
| Participant deferral / active EE | $8,846 | $5,179+70.8% | $6,756+30.9% | $4,299+105.8% |
| Admin fee / account holder | $714 | $8,885-92.0% | $12,736-94.4% | $6,940-89.7% |