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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 | $199,271 | $77,523+157.0% | $100,383+98.5% | $80,874+146.4% |
| Participation rate | 75.0% | 77.0%-2.0pp | 81.5%-6.5pp | 67.6%+7.4pp |
| Annual return | 15.11% | 37.21%-22.1pp | 49.26%-34.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $4,819 | $2,801+72.0% | $3,944+22.2% | $2,756+74.9% |
| Participant deferral / active EE | $7,333 | $6,822+7.5% | $8,086-9.3% | $4,297+70.7% |
| Admin fee / account holder | $13,978 | $5,899+137.0% | $7,900+76.9% | $6,935+101.6% |