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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 | $201,109 | $78,027+157.7% | $178,528+12.6% | $80,925+148.5% |
| Participation rate | 78.4% | 65.7%+12.7pp | 77.1%+1.3pp | 67.7%+10.7pp |
| Annual return | 13.25% | 18.09%-4.8pp | 27.11%-13.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,419 | $2,281+137.5% | $3,950+37.2% | $2,756+96.6% |
| Participant deferral / active EE | $10,529 | $4,408+138.9% | $6,278+67.7% | $4,299+144.9% |
| Admin fee / account holder | $2,402 | $7,168-66.5% | $10,419-76.9% | $6,940-65.4% |