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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 | $213,453 | $95,453+123.6% | $112,040+90.5% | $82,448+158.9% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 15.06% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,144 | $2,318+35.6% | $2,954+6.4% | $2,551+23.2% |
| Participant deferral / active EE | $8,195 | $4,224+94.0% | $5,098+60.8% | $4,139+98.0% |
| Admin fee / account holder | $5,319 | $9,013-41.0% | $12,098-56.0% | $7,234-26.5% |