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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 | $205,632 | $78,690+161.3% | $161,489+27.3% | $87,485+135.0% |
| Participation rate | 93.0% | 67.5%+25.6pp | 78.7%+14.3pp | 68.9%+24.1pp |
| Annual return | 15.92% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $4,292 | $2,588+65.8% | $4,268+0.5% | $2,596+65.3% |
| Participant deferral / active EE | $6,987 | $3,311+111.0% | $5,630+24.1% | $4,274+63.5% |
| Admin fee / account holder | $985 | $6,724-85.4% | $16,006-93.8% | $7,775-87.3% |