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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 | $185,252 | $87,106+112.7% | $105,607+75.4% | $80,935+128.9% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 10.97% | 17.01%-6.0pp | 116.11%-105.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $5,748 | $2,396+139.9% | $3,167+81.5% | $2,757+108.5% |
| Participant deferral / active EE | $4,757 | $3,986+19.3% | $5,011-5.1% | $4,299+10.6% |
| Admin fee / account holder | $2,658 | $8,447-68.5% | $10,958-75.7% | $6,924-61.6% |