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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 | $191,986 | $72,273+165.6% | $101,275+89.6% | $79,856+140.4% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.6pp |
| Annual return | 13.34% | 22.30%-9.0pp | 46.48%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,633 | $2,691-2.2% | $3,660-28.1% | $2,471+6.6% |
| Participant deferral / active EE | $8,560 | $3,282+160.9% | $4,371+95.9% | $3,741+128.8% |
| Admin fee / account holder | $2,041 | $4,401-53.6% | $5,948-65.7% | $5,306-61.5% |