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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 | $206,403 | $100,003+106.4% | $146,685+40.7% | $85,856+140.4% |
| Participation rate | 94.7% | 73.1%+21.6pp | 80.1%+14.6pp | 69.3%+25.3pp |
| Annual return | 14.92% | 18.93%-4.0pp | 22.75%-7.8pp | 318.58%-303.7pp |
| Employer contribution / active EE | $2,318 | $2,559-9.4% | $4,137-44.0% | $2,565-9.6% |
| Participant deferral / active EE | $6,328 | $4,006+58.0% | $5,507+14.9% | $3,952+60.1% |
| Admin fee / account holder | $1,946 | $7,704-74.7% | $10,281-81.1% | $6,261-68.9% |