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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 | $157,413 | $56,110+180.5% | $94,993+65.7% | $70,126+124.5% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.9%+14.4pp | 69.5%+18.7pp |
| Annual return | 16.16% | 51.02%-34.9pp | 27.14%-11.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,885 | $1,442+100.0% | $2,603+10.8% | $2,343+23.1% |
| Participant deferral / active EE | $6,218 | $2,391+160.0% | $3,317+87.5% | $3,332+86.6% |
| Admin fee / account holder | $315 | $3,456-90.9% | $4,960-93.6% | $4,645-93.2% |