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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 | $220,102 | $72,273+204.5% | $101,275+117.3% | $79,856+175.6% |
| Participation rate | 92.7% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 20.92% | 22.30%-1.4pp | 46.48%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $9,237 | $2,691+243.2% | $3,660+152.4% | $2,471+273.8% |
| Participant deferral / active EE | $4,065 | $3,282+23.9% | $4,371-7.0% | $3,741+8.7% |
| Admin fee / account holder | $3,498 | $4,401-20.5% | $5,948-41.2% | $5,306-34.1% |