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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 | $57,073+298.7% | $85,126+167.3% | $80,925+181.2% |
| Participation rate | 78.8% | 56.4%+22.4pp | 67.5%+11.3pp | 67.7%+11.2pp |
| Annual return | 13.28% | 21.69%-8.4pp | 66.63%-53.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,822 | $1,801+56.7% | $2,731+3.3% | $2,756+2.4% |
| Participant deferral / active EE | $8,733 | $3,113+180.5% | $4,523+93.1% | $4,299+103.1% |
| Admin fee / account holder | $6,711 | $4,988+34.6% | $6,160+8.9% | $6,940-3.3% |