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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 | $238,570 | $118,496+101.3% | $98,461+142.3% | $139,466+71.1% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 17.89% | 18.96%-1.1pp | 21.17%-3.3pp | 373.66%-355.8pp |
| Employer contribution / active EE | $7,507 | $3,611+107.9% | $3,049+146.3% | $4,754+57.9% |
| Participant deferral / active EE | $11,373 | $5,393+110.9% | $4,738+140.0% | $6,712+69.4% |
| Admin fee / account holder | $6,530 | $14,056-53.5% | $8,961-27.1% | $11,409-42.8% |