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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 | $81,358+191.6% | $155,556+52.5% | $80,959+193.1% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 12.02% | 33.39%-21.4pp | 64.84%-52.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $5,602 | $3,106+80.3% | $4,675+19.8% | $2,757+103.2% |
| Participant deferral / active EE | $5,086 | $3,455+47.2% | $5,631-9.7% | $4,300+18.3% |
| Admin fee / account holder | $789 | $7,994-90.1% | $15,885-95.0% | $6,925-88.6% |