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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 | $173,038 | $67,894+154.9% | $89,340+93.7% | $82,448+109.9% |
| Participation rate | 81.4% | 64.0%+17.3pp | 69.6%+11.8pp | 68.1%+13.3pp |
| Annual return | 15.40% | 19.21%-3.8pp | 20.57%-5.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,894 | $1,828+167.7% | $2,231+119.3% | $2,551+91.8% |
| Participant deferral / active EE | $5,314 | $3,072+72.9% | $3,823+39.0% | $4,139+28.4% |
| Admin fee / account holder | $2,546 | $5,723-55.5% | $6,704-62.0% | $7,234-64.8% |