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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 | $191,079 | $97,648+95.7% | $121,663+57.1% | $87,485+118.4% |
| Participation rate | 81.1% | 70.5%+10.6pp | 74.5%+6.6pp | 68.9%+12.1pp |
| Annual return | 16.42% | 18.03%-1.6pp | 147.54%-131.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,057 | $2,300-10.6% | $3,020-31.9% | $2,596-20.8% |
| Participant deferral / active EE | $5,453 | $3,923+39.0% | $4,887+11.6% | $4,274+27.6% |
| Admin fee / account holder | $2,205 | $11,100-80.1% | $14,289-84.6% | $7,775-71.6% |