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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 | $189,341 | $81,331+132.8% | $155,534+21.7% | $80,935+133.9% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 10.90% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $6,108 | $3,105+96.7% | $4,675+30.7% | $2,757+121.6% |
| Participant deferral / active EE | $5,781 | $3,454+67.4% | $5,630+2.7% | $4,299+34.5% |
| Admin fee / account holder | $1,935 | $7,999-75.8% | $15,900-87.8% | $6,924-72.1% |