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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 | $219,482 | $106,588+105.9% | $94,215+133.0% | $155,188+41.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 70.0%+10.0pp | 80.8%-0.8pp |
| Annual return | 18.95% | 29.39%-10.4pp | 28.22%-9.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $10,447 | $3,080+239.2% | $2,675+290.5% | $4,248+145.9% |
| Participant deferral / active EE | $1,557 | $4,802-67.6% | $4,276-63.6% | $6,531-76.2% |
| Admin fee / account holder | $908 | $12,281-92.6% | $10,216-91.1% | $14,480-93.7% |