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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 | $227,330 | $94,436+140.7% | $115,599+96.7% | $82,637+175.1% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.3%+13.7pp | 68.1%+19.9pp |
| Annual return | 14.58% | 18.37%-3.8pp | 111.10%-96.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,871 | $2,324+23.5% | $2,955-2.9% | $2,552+12.5% |
| Participant deferral / active EE | $6,224 | $3,955+57.4% | $4,889+27.3% | $4,126+50.8% |
| Admin fee / account holder | $2,398 | $10,328-76.8% | $12,841-81.3% | $7,339-67.3% |