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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 | $220,295 | $86,940+153.4% | $102,434+115.1% | $80,935+172.2% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 15.84% | 18.89%-3.1pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $9,190 | $2,370+287.8% | $3,023+204.0% | $2,757+233.4% |
| Participant deferral / active EE | $7,247 | $4,121+75.9% | $5,055+43.4% | $4,299+68.6% |
| Admin fee / account holder | $10,525 | $8,047+30.8% | $9,462+11.2% | $6,924+52.0% |