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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 | $206,507 | $57,140+261.4% | $85,240+142.3% | $80,959+155.1% |
| Participation rate | 72.4% | 56.4%+16.0pp | 67.5%+4.9pp | 67.7%+4.7pp |
| Annual return | 17.51% | 21.71%-4.2pp | 66.75%-49.2pp | 35.67%-18.2pp |
| Employer contribution / active EE | $3,806 | $1,802+111.2% | $2,735+39.1% | $2,757+38.0% |
| Participant deferral / active EE | $7,829 | $3,115+151.3% | $4,527+72.9% | $4,300+82.1% |
| Admin fee / account holder | $5,234 | $4,992+4.9% | $6,165-15.1% | $6,925-24.4% |