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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 | $97,550+118.8% | $120,344+77.4% | $87,485+144.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.7%+5.1pp | 68.9%+12.9pp |
| Annual return | 15.06% | 18.41%-3.4pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,144 | $2,291+37.2% | $3,020+4.1% | $2,596+21.1% |
| Participant deferral / active EE | $8,195 | $4,230+93.7% | $5,135+59.6% | $4,274+91.8% |
| Admin fee / account holder | $5,319 | $9,543-44.3% | $12,742-58.3% | $7,775-31.6% |