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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 | $222,888 | $86,050+159.0% | $189,758+17.5% | $94,015+137.1% |
| Participation rate | 92.7% | 68.9%+23.8pp | 79.8%+12.9pp | 70.8%+21.9pp |
| Annual return | 16.87% | 17.77%-0.9pp | 52.62%-35.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $4,634 | $2,819+64.4% | $4,767-2.8% | $2,790+66.1% |
| Participant deferral / active EE | $7,103 | $3,349+112.1% | $5,856+21.3% | $4,249+67.2% |
| Admin fee / account holder | $700 | $6,627-89.4% | $20,388-96.6% | $8,951-92.2% |