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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 | $187,003 | $81,476+129.5% | $102,383+82.7% | $80,925+131.1% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.7%+17.3pp |
| Annual return | 14.84% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,045 | $3,105-1.9% | $3,870-21.3% | $2,756+10.5% |
| Participant deferral / active EE | $8,797 | $3,871+127.3% | $5,060+73.9% | $4,299+104.7% |
| Admin fee / account holder | $9,364 | $6,717+39.4% | $8,391+11.6% | $6,940+34.9% |