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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 | $202,766 | $81,331+149.3% | $155,534+30.4% | $80,935+150.5% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 12.30% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,195 | $3,105+2.9% | $4,675-31.7% | $2,757+15.9% |
| Participant deferral / active EE | $6,277 | $3,454+81.7% | $5,630+11.5% | $4,299+46.0% |
| Admin fee / account holder | $1,267 | $7,999-84.2% | $15,900-92.0% | $6,924-81.7% |