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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 | $240,474 | $99,875+140.8% | $146,866+63.7% | $86,983+176.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.5%+22.1pp |
| Annual return | 15.79% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,623 | $3,224-18.7% | $4,425-40.7% | $2,584+1.5% |
| Participant deferral / active EE | $8,120 | $6,322+28.4% | $7,759+4.7% | $4,194+93.6% |
| Admin fee / account holder | $1,099 | $7,838-86.0% | $13,620-91.9% | $7,856-86.0% |