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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 | $229,925 | $69,977+228.6% | $108,582+111.8% | $62,881+265.7% |
| Participation rate | 81.0% | 72.9%+8.1pp | 79.6%+1.4pp | 69.3%+11.6pp |
| Annual return | 7.52% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,134 | $2,135+46.8% | $3,758-16.6% | $2,281+37.4% |
| Participant deferral / active EE | $8,321 | $3,165+162.9% | $4,311+93.0% | $3,203+159.8% |
| Admin fee / account holder | $7,159 | $5,076+41.0% | $7,645-6.4% | $4,296+66.7% |