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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 | $241,118 | $76,551+215.0% | $123,894+94.6% | $62,881+283.5% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,548 | $2,882+161.9% | $4,617+63.5% | $2,281+230.9% |
| Participant deferral / active EE | $6,474 | $4,840+33.8% | $5,984+8.2% | $3,203+102.1% |
| Admin fee / account holder | $1,705 | $4,826-64.7% | $8,357-79.6% | $4,296-60.3% |