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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 | $187,443 | $60,349+210.6% | $74,184+152.7% | $62,881+198.1% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 7.54% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,108 | $1,680+263.5% | $2,370+157.7% | $2,281+167.8% |
| Participant deferral / active EE | $5,235 | $2,856+83.3% | $3,550+47.5% | $3,203+63.5% |
| Admin fee / account holder | $7,591 | $4,261+78.2% | $5,586+35.9% | $4,296+76.7% |