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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 | $235,023 | $113,338+107.4% | $94,993+147.4% | $147,586+59.2% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 16.10% | 20.80%-4.7pp | 27.14%-11.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,012 | $3,160-36.3% | $2,603-22.7% | $4,876-58.7% |
| Participant deferral / active EE | $3,811 | $3,777+0.9% | $3,317+14.9% | $5,439-29.9% |
| Admin fee / account holder | $1,055 | $6,063-82.6% | $4,960-78.7% | $10,886-90.3% |