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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 | $233,552 | $97,125+140.5% | $86,233+170.8% | $137,256+70.2% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.0%+13.6pp | 80.0%+2.6pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,629 | $2,841-42.7% | $2,504-35.0% | $4,156-60.8% |
| Participant deferral / active EE | $7,219 | $5,180+39.4% | $4,559+58.3% | $6,407+12.7% |
| Admin fee / account holder | $693 | $9,725-92.9% | $8,342-91.7% | $12,270-94.4% |