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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 | $193,413 | $71,215+171.6% | $93,696+106.4% | $80,935+139.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+17.0pp |
| Annual return | 12.52% | 11.27%+1.2pp | 133.74%-121.2pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,256 | $1,565+44.1% | $2,422-6.8% | $2,757-18.2% |
| Participant deferral / active EE | $6,179 | $4,037+53.1% | $4,417+39.9% | $4,299+43.7% |
| Admin fee / account holder | $1,207 | $6,958-82.7% | $8,287-85.4% | $6,924-82.6% |