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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 | $206,670 | $76,551+170.0% | $123,894+66.8% | $62,881+228.7% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,679 | $2,882-7.1% | $4,617-42.0% | $2,281+17.4% |
| Participant deferral / active EE | $6,134 | $4,840+26.7% | $5,984+2.5% | $3,203+91.5% |
| Admin fee / account holder | $36,781 | $4,826+662.2% | $8,357+340.1% | $4,296+756.2% |