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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 | $93,055+112.7% | $153,643+28.8% | $80,935+144.5% |
| Participation rate | 91.7% | 69.0%+22.7pp | 77.1%+14.6pp | 67.7%+24.0pp |
| Annual return | 15.03% | 19.97%-4.9pp | 15.71%-0.7pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,247 | $3,504+21.2% | $5,039-15.7% | $2,757+54.1% |
| Participant deferral / active EE | $8,846 | $5,172+71.0% | $6,754+31.0% | $4,299+105.8% |
| Admin fee / account holder | $714 | $8,881-92.0% | $12,739-94.4% | $6,924-89.7% |