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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 | $210,796 | $81,476+158.7% | $102,383+105.9% | $80,925+160.5% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.7%+27.1pp |
| Annual return | 12.85% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $9,350 | $3,105+201.2% | $3,870+141.6% | $2,756+239.2% |
| Participant deferral / active EE | $9,120 | $3,871+135.6% | $5,060+80.3% | $4,299+112.2% |
| Admin fee / account holder | $9,746 | $6,717+45.1% | $8,391+16.1% | $6,940+40.4% |