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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 | $184,781 | $76,551+141.4% | $123,894+49.1% | $62,881+193.9% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 7.21% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,389 | $2,882+17.6% | $4,617-26.6% | $2,281+48.6% |
| Participant deferral / active EE | $6,924 | $4,840+43.1% | $5,984+15.7% | $3,203+116.2% |
| Admin fee / account holder | $1,857 | $4,826-61.5% | $8,357-77.8% | $4,296-56.8% |