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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 | $239,898 | $80,983+196.2% | $96,544+148.5% | $75,177+219.1% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 13.99% | 27.05%-13.1pp | 25.88%-11.9pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,622 | $2,282-29.0% | $2,966-45.3% | $2,671-39.3% |
| Participant deferral / active EE | $6,959 | $3,929+77.1% | $4,851+43.4% | $4,126+68.6% |
| Admin fee / account holder | $3,406 | $6,717-49.3% | $8,254-58.7% | $5,651-39.7% |