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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 | $201,383 | $74,535+170.2% | $100,712+100.0% | $82,637+143.7% |
| Participation rate | 90.6% | 61.2%+29.5pp | 69.3%+21.3pp | 68.1%+22.6pp |
| Annual return | 20.37% | 18.92%+1.4pp | 33.27%-12.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $5,587 | $1,503+271.8% | $2,313+141.6% | $2,552+118.9% |
| Participant deferral / active EE | $3,078 | $3,074+0.1% | $4,085-24.7% | $4,126-25.4% |
| Admin fee / account holder | $8,728 | $6,576+32.7% | $9,256-5.7% | $7,339+18.9% |