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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 | $238,427 | $91,194+161.5% | $178,486+33.6% | $79,860+198.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 81.9%-2.8pp | 69.6%+9.5pp |
| Annual return | 14.88% | 24.19%-9.3pp | 151.08%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $4,412 | $3,256+35.5% | $5,011-11.9% | $2,471+78.6% |
| Participant deferral / active EE | $9,091 | $3,236+180.9% | $5,202+74.8% | $3,740+143.1% |
| Admin fee / account holder | $2,467 | $6,751-63.5% | $13,985-82.4% | $5,306-53.5% |