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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 | $92,985+112.8% | $153,432+29.0% | $80,874+144.7% |
| Participation rate | 91.7% | 69.0%+22.7pp | 77.1%+14.6pp | 67.6%+24.0pp |
| Annual return | 15.03% | 19.95%-4.9pp | 15.66%-0.6pp | 35.62%-20.6pp |
| Employer contribution / active EE | $4,247 | $3,507+21.1% | $5,038-15.7% | $2,756+54.1% |
| Participant deferral / active EE | $8,846 | $5,178+70.9% | $6,757+30.9% | $4,297+105.9% |
| Admin fee / account holder | $714 | $8,880-92.0% | $12,725-94.4% | $6,935-89.7% |