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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 | $235,635 | $76,551+207.8% | $123,894+90.2% | $62,881+274.7% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 9.23% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,844 | $2,882-1.3% | $4,617-38.4% | $2,281+24.7% |
| Participant deferral / active EE | $11,817 | $4,840+144.2% | $5,984+97.5% | $3,203+268.9% |
| Admin fee / account holder | $801 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |