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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 | $228,763 | $88,672+158.0% | $105,223+117.4% | $82,448+177.5% |
| Participation rate | 94.2% | 67.9%+26.3pp | 75.0%+19.2pp | 68.1%+26.2pp |
| Annual return | 14.89% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,247 | $3,048+6.5% | $3,689-12.0% | $2,551+27.3% |
| Participant deferral / active EE | $7,491 | $4,036+85.6% | $5,072+47.7% | $4,139+81.0% |
| Admin fee / account holder | $5,131 | $7,146-28.2% | $8,859-42.1% | $7,234-29.1% |