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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 | $185,573 | $71,230+160.5% | $93,727+98.0% | $80,959+129.2% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.7%+17.5pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.83%-120.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $9,783 | $1,565+525.0% | $2,421+304.0% | $2,757+254.8% |
| Participant deferral / active EE | $6,159 | $4,037+52.5% | $4,417+39.4% | $4,300+43.2% |
| Admin fee / account holder | $3,009 | $6,961-56.8% | $8,292-63.7% | $6,925-56.5% |