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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 | $206,693 | $81,358+154.1% | $155,556+32.9% | $80,959+155.3% |
| Participation rate | 76.3% | 66.3%+10.1pp | 78.2%-1.9pp | 67.7%+8.6pp |
| Annual return | 14.62% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,104 | $3,106+32.1% | $4,675-12.2% | $2,757+48.8% |
| Participant deferral / active EE | $8,479 | $3,455+145.4% | $5,631+50.6% | $4,300+97.2% |
| Admin fee / account holder | $1,595 | $7,994-80.0% | $15,885-90.0% | $6,925-77.0% |