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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 | $192,205 | $77,814+147.0% | $158,223+21.5% | $86,983+121.0% |
| Participation rate | 90.5% | 68.4%+22.1pp | 79.2%+11.3pp | 69.5%+20.9pp |
| Annual return | 12.46% | 30.54%-18.1pp | 52.09%-39.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $4,331 | $2,592+67.1% | $4,109+5.4% | $2,584+67.6% |
| Participant deferral / active EE | $3,469 | $3,270+6.1% | $5,467-36.6% | $4,194-17.3% |
| Admin fee / account holder | $2,051 | $5,879-65.1% | $16,047-87.2% | $7,856-73.9% |