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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 | $246,714 | $75,541+226.6% | $152,093+62.2% | $82,637+198.6% |
| Participation rate | 81.1% | 66.5%+14.5pp | 77.8%+3.3pp | 68.1%+13.0pp |
| Annual return | 14.74% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,937 | $2,622+50.1% | $4,175-5.7% | $2,552+54.3% |
| Participant deferral / active EE | $7,019 | $3,206+118.9% | $5,451+28.7% | $4,126+70.1% |
| Admin fee / account holder | $1,494 | $6,405-76.7% | $14,497-89.7% | $7,339-79.6% |