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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 | $197,577 | $96,731+104.3% | $123,973+59.4% | $86,983+127.1% |
| Participation rate | 77.8% | 70.0%+7.8pp | 76.7%+1.1pp | 69.5%+8.2pp |
| Annual return | 18.86% | 17.33%+1.5pp | 388.13%-369.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $2,968 | $3,297-10.0% | $4,126-28.0% | $2,584+14.9% |
| Participant deferral / active EE | $7,663 | $4,152+84.6% | $5,247+46.1% | $4,194+82.7% |
| Admin fee / account holder | $3,776 | $8,722-56.7% | $11,799-68.0% | $7,856-51.9% |