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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 | $187,369 | $94,031+99.3% | $115,768+61.8% | $82,448+127.3% |
| Participation rate | 79.4% | 70.4%+8.9pp | 74.4%+5.0pp | 68.1%+11.3pp |
| Annual return | 16.74% | 20.61%-3.9pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,616 | $2,323+55.6% | $2,940+23.0% | $2,551+41.7% |
| Participant deferral / active EE | $8,339 | $3,972+109.9% | $4,917+69.6% | $4,139+101.5% |
| Admin fee / account holder | $2,327 | $10,249-77.3% | $12,439-81.3% | $7,234-67.8% |