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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 | $218,862 | $69,977+212.8% | $108,582+101.6% | $62,881+248.1% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 7.05% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,854 | $2,135+80.5% | $3,758+2.6% | $2,281+69.0% |
| Participant deferral / active EE | $8,257 | $3,165+160.9% | $4,311+91.5% | $3,203+157.8% |
| Admin fee / account holder | $1,893 | $5,076-62.7% | $7,645-75.2% | $4,296-55.9% |