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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 | $154,569 | $65,364+136.5% | $92,909+66.4% | $72,975+111.8% |
| Participation rate | 83.8% | 68.3%+15.5pp | 76.0%+7.8pp | 69.5%+14.3pp |
| Annual return | 20.10% | 42.11%-22.0pp | 109.44%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,368 | $2,594+29.8% | $3,653-7.8% | $2,440+38.0% |
| Participant deferral / active EE | $6,380 | $3,128+103.9% | $4,238+50.5% | $3,608+76.8% |
| Admin fee / account holder | $2,272 | $4,251-46.5% | $5,795-60.8% | $5,124-55.7% |