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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 | $222,560 | $78,197+184.6% | $98,090+126.9% | $82,637+169.3% |
| Participation rate | 92.3% | 77.5%+14.8pp | 81.5%+10.8pp | 68.1%+24.3pp |
| Annual return | 16.32% | 40.25%-23.9pp | 37.05%-20.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,962 | $2,605-24.7% | $3,606-45.6% | $2,552-23.1% |
| Participant deferral / active EE | $10,369 | $6,636+56.3% | $7,845+32.2% | $4,126+151.3% |
| Admin fee / account holder | $2,364 | $14,832-84.1% | $11,815-80.0% | $7,339-67.8% |