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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 | $194,200 | $94,031+106.5% | $115,768+67.7% | $82,448+135.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.4%+20.8pp | 68.1%+27.2pp |
| Annual return | 12.58% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,284 | $2,323-1.7% | $2,940-22.3% | $2,551-10.5% |
| Participant deferral / active EE | $6,957 | $3,972+75.2% | $4,917+41.5% | $4,139+68.1% |
| Admin fee / account holder | $5,327 | $10,249-48.0% | $12,439-57.2% | $7,234-26.4% |