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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 | $81,276+154.4% | $155,574+32.9% | $80,925+155.5% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.7%+29.7pp |
| Annual return | 13.63% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,975 | $3,103-4.1% | $4,676-36.4% | $2,756+7.9% |
| Participant deferral / active EE | $6,694 | $3,453+93.9% | $5,629+18.9% | $4,299+55.7% |
| Admin fee / account holder | $8,975 | $7,993+12.3% | $15,914-43.6% | $6,940+29.3% |