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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 | $223,193 | $106,524+109.5% | $152,301+46.5% | $87,485+155.1% |
| Participation rate | 87.9% | 75.8%+12.2pp | 82.4%+5.5pp | 68.9%+19.0pp |
| Annual return | 16.18% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $5,594 | $3,371+65.9% | $4,624+21.0% | $2,596+115.5% |
| Participant deferral / active EE | $8,980 | $6,525+37.6% | $8,004+12.2% | $4,274+110.1% |
| Admin fee / account holder | $1,972 | $8,287-76.2% | $14,398-86.3% | $7,775-74.6% |