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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 | $212,892 | $86,940+144.9% | $102,434+107.8% | $80,935+163.0% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $6,214 | $2,370+162.2% | $3,023+105.5% | $2,757+125.4% |
| Participant deferral / active EE | $6,058 | $4,121+47.0% | $5,055+19.8% | $4,299+40.9% |
| Admin fee / account holder | $9,586 | $8,047+19.1% | $9,462+1.3% | $6,924+38.4% |