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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 | $206,770 | $81,358+154.1% | $155,556+32.9% | $80,959+155.4% |
| Participation rate | 97.4% | 66.3%+31.1pp | 78.2%+19.1pp | 67.7%+29.7pp |
| Annual return | 13.63% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,975 | $3,106-4.2% | $4,675-36.4% | $2,757+7.9% |
| Participant deferral / active EE | $6,694 | $3,455+93.7% | $5,631+18.9% | $4,300+55.7% |
| Admin fee / account holder | $8,975 | $7,994+12.3% | $15,885-43.5% | $6,925+29.6% |