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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 | $210,818 | $87,132+142.0% | $105,624+99.6% | $80,959+160.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.7%+23.2pp |
| Annual return | 16.07% | 17.03%-1.0pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,454 | $2,397+2.4% | $3,168-22.5% | $2,757-11.0% |
| Participant deferral / active EE | $5,760 | $3,985+44.5% | $5,013+14.9% | $4,300+34.0% |
| Admin fee / account holder | $702 | $8,449-91.7% | $10,961-93.6% | $6,925-89.9% |