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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 | $221,552 | $57,590+284.7% | $86,233+156.9% | $82,448+168.7% |
| Participation rate | 80.5% | 57.9%+22.6pp | 69.0%+11.5pp | 68.1%+12.4pp |
| Annual return | 16.01% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $9,493 | $1,655+473.5% | $2,504+279.1% | $2,551+272.1% |
| Participant deferral / active EE | $5,142 | $3,080+66.9% | $4,559+12.8% | $4,139+24.2% |
| Admin fee / account holder | $5,956 | $4,730+25.9% | $8,342-28.6% | $7,234-17.7% |