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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 | $219,478 | $83,485+162.9% | $125,180+75.3% | $72,983+200.7% |
| Participation rate | 82.9% | 73.3%+9.5pp | 79.8%+3.1pp | 69.5%+13.4pp |
| Annual return | 19.95% | 25.78%-5.8pp | 43.79%-23.8pp | 81.01%-61.1pp |
| Employer contribution / active EE | $5,528 | $2,346+135.7% | $3,866+43.0% | $2,440+126.6% |
| Participant deferral / active EE | $8,436 | $3,586+135.3% | $4,937+70.9% | $3,608+133.8% |
| Admin fee / account holder | $1,218 | $5,518-77.9% | $9,703-87.4% | $5,124-76.2% |