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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 | $237,277 | $81,233+192.1% | $155,567+52.5% | $80,874+193.4% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 12.02% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $5,602 | $3,101+80.7% | $4,674+19.8% | $2,756+103.3% |
| Participant deferral / active EE | $5,086 | $3,452+47.3% | $5,628-9.6% | $4,297+18.4% |
| Admin fee / account holder | $789 | $7,998-90.1% | $15,916-95.0% | $6,935-88.6% |