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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 | $184,954 | $98,776+87.2% | $149,745+23.5% | $79,856+131.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 19.28% | 27.38%-8.1pp | 276.72%-257.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,701 | $3,217-16.0% | $4,646-41.9% | $2,471+9.3% |
| Participant deferral / active EE | $6,560 | $5,681+15.5% | $6,843-4.1% | $3,741+75.4% |
| Admin fee / account holder | $1,141 | $6,053-81.1% | $9,312-87.7% | $5,306-78.5% |