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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 | $197,959 | $95,453+107.4% | $112,040+76.7% | $82,448+140.1% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 12.86% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $7,362 | $2,318+217.6% | $2,954+149.2% | $2,551+188.6% |
| Participant deferral / active EE | $11,469 | $4,224+171.5% | $5,098+125.0% | $4,139+177.1% |
| Admin fee / account holder | $4,376 | $9,013-51.4% | $12,098-63.8% | $7,234-39.5% |