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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 | $237,522 | $91,167+160.5% | $178,498+33.1% | $79,858+197.4% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.4pp |
| Annual return | 12.59% | 24.19%-11.6pp | 151.09%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $4,061 | $3,255+24.7% | $5,011-19.0% | $2,471+64.3% |
| Participant deferral / active EE | $4,679 | $3,236+44.6% | $5,202-10.1% | $3,740+25.1% |
| Admin fee / account holder | $455 | $6,747-93.3% | $13,985-96.7% | $5,306-91.4% |