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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 | $81,233+154.5% | $155,567+32.9% | $80,874+155.7% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.6%+29.7pp |
| Annual return | 13.63% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,975 | $3,101-4.0% | $4,674-36.3% | $2,756+8.0% |
| Participant deferral / active EE | $6,694 | $3,452+93.9% | $5,628+18.9% | $4,297+55.8% |
| Admin fee / account holder | $8,975 | $7,998+12.2% | $15,916-43.6% | $6,935+29.4% |