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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 | $202,649 | $69,590+191.2% | $136,867+48.1% | $94,015+115.6% |
| Participation rate | 93.6% | 66.3%+27.3pp | 74.5%+19.1pp | 70.8%+22.8pp |
| Annual return | 17.27% | 19.62%-2.4pp | 42.97%-25.7pp | 17.84%-0.6pp |
| Employer contribution / active EE | $6,795 | $2,396+183.5% | $3,547+91.6% | $2,790+143.5% |
| Participant deferral / active EE | $7,316 | $3,437+112.9% | $4,924+48.6% | $4,249+72.2% |
| Admin fee / account holder | $7,465 | $8,912-16.2% | $10,340-27.8% | $8,951-16.6% |