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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 | $64,920+212.2% | $103,693+95.4% | $86,983+133.0% |
| Participation rate | 93.6% | 63.6%+30.0pp | 72.6%+21.0pp | 69.5%+24.1pp |
| Annual return | 17.27% | 30.29%-13.0pp | 47.61%-30.3pp | 25.83%-8.6pp |
| Employer contribution / active EE | $6,795 | $2,141+217.4% | $2,920+132.7% | $2,584+162.9% |
| Participant deferral / active EE | $7,316 | $3,241+125.7% | $4,579+59.8% | $4,194+74.4% |
| Admin fee / account holder | $7,465 | $6,191+20.6% | $7,858-5.0% | $7,856-5.0% |