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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 | $176,958 | $58,311+203.5% | $81,882+116.1% | $80,959+118.6% |
| Participation rate | 78.7% | 63.5%+15.2pp | 72.4%+6.3pp | 67.7%+11.1pp |
| Annual return | 12.80% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,632 | $2,347+12.2% | $2,916-9.7% | $2,757-4.5% |
| Participant deferral / active EE | $6,719 | $3,287+104.4% | $4,323+55.4% | $4,300+56.2% |
| Admin fee / account holder | $2,046 | $4,752-56.9% | $7,360-72.2% | $6,925-70.5% |