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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 | $101,950+123.0% | $125,529+81.1% | $86,983+161.3% |
| Participation rate | 88.0% | 70.2%+17.8pp | 74.7%+13.3pp | 69.5%+18.5pp |
| Annual return | 14.58% | 18.29%-3.7pp | 202.56%-188.0pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,871 | $2,358+21.7% | $3,058-6.1% | $2,584+11.1% |
| Participant deferral / active EE | $6,224 | $3,862+61.1% | $4,813+29.3% | $4,194+48.4% |
| Admin fee / account holder | $2,398 | $12,791-81.3% | $16,298-85.3% | $7,856-69.5% |