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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 | $227,544 | $57,140+298.2% | $85,240+166.9% | $80,959+181.1% |
| Participation rate | 78.8% | 56.4%+22.4pp | 67.5%+11.3pp | 67.7%+11.2pp |
| Annual return | 13.28% | 21.71%-8.4pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,822 | $1,802+56.6% | $2,735+3.2% | $2,757+2.3% |
| Participant deferral / active EE | $8,733 | $3,115+180.3% | $4,527+92.9% | $4,300+103.1% |
| Admin fee / account holder | $6,711 | $4,992+34.4% | $6,165+8.9% | $6,925-3.1% |