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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 | $227,421 | $69,590+226.8% | $136,867+66.2% | $94,015+141.9% |
| Participation rate | 81.8% | 66.3%+15.5pp | 74.5%+7.3pp | 70.8%+11.0pp |
| Annual return | 12.42% | 19.62%-7.2pp | 42.97%-30.6pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,267 | $2,396-47.1% | $3,547-64.3% | $2,790-54.6% |
| Participant deferral / active EE | $5,733 | $3,437+66.8% | $4,924+16.4% | $4,249+34.9% |
| Admin fee / account holder | $3,164 | $8,912-64.5% | $10,340-69.4% | $8,951-64.7% |