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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 | $233,658 | $98,766+136.6% | $149,730+56.1% | $79,852+192.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 13.27% | 27.43%-14.2pp | 276.70%-263.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,847 | $3,217-11.5% | $4,645-38.7% | $2,471+15.2% |
| Participant deferral / active EE | $6,873 | $5,681+21.0% | $6,843+0.4% | $3,740+83.8% |
| Admin fee / account holder | $971 | $6,052-84.0% | $9,310-89.6% | $5,306-81.7% |