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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 | $176,265 | $78,423+124.8% | $95,964+83.7% | $79,856+120.7% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.1pp |
| Annual return | 12.40% | 19.37%-7.0pp | 91.64%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,910 | $1,945+49.6% | $2,541+14.5% | $2,471+17.8% |
| Participant deferral / active EE | $5,523 | $3,440+60.5% | $4,167+32.5% | $3,741+47.6% |
| Admin fee / account holder | $4,633 | $5,622-17.6% | $6,797-31.8% | $5,306-12.7% |