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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 | $206,705 | $95,453+116.6% | $112,040+84.5% | $82,448+150.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 13.15% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,233 | $2,318+255.2% | $2,954+178.7% | $2,551+222.7% |
| Participant deferral / active EE | $13,439 | $4,224+218.2% | $5,098+163.6% | $4,139+224.7% |
| Admin fee / account holder | $7,212 | $9,013-20.0% | $12,098-40.4% | $7,234-0.3% |