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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 | $170,625 | $55,902+205.2% | $76,030+124.4% | $80,959+110.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.1%+28.9pp | 67.7%+30.3pp |
| Annual return | 15.03% | 20.59%-5.6pp | 361.54%-346.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,327 | $1,867+24.7% | $2,688-13.4% | $2,757-15.6% |
| Participant deferral / active EE | $8,399 | $3,051+175.3% | $4,257+97.3% | $4,300+95.3% |
| Admin fee / account holder | $2,660 | $5,239-49.2% | $6,421-58.6% | $6,925-61.6% |