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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 | $172,730 | $91,559+88.7% | $133,978+28.9% | $79,856+116.3% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.10%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,305 | $2,384-3.3% | $3,919-41.2% | $2,471-6.7% |
| Participant deferral / active EE | $6,263 | $3,734+67.7% | $5,047+24.1% | $3,741+67.4% |
| Admin fee / account holder | $1,388 | $6,321-78.0% | $8,930-84.5% | $5,306-73.8% |