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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 | $215,335 | $86,288+149.6% | $111,306+93.5% | $85,851+150.8% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 12.88% | 19.99%-7.1pp | 54.67%-41.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,823 | $2,044-10.8% | $2,732-33.3% | $2,565-28.9% |
| Participant deferral / active EE | $7,584 | $3,641+108.3% | $4,488+69.0% | $3,952+91.9% |
| Admin fee / account holder | $6,841 | $8,189-16.5% | $7,966-14.1% | $6,261+9.3% |