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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 | $222,821 | $81,233+174.3% | $155,567+43.2% | $80,874+175.5% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 12.45% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,291 | $3,101-26.1% | $4,674-51.0% | $2,756-16.9% |
| Participant deferral / active EE | $7,152 | $3,452+107.2% | $5,628+27.1% | $4,297+66.4% |
| Admin fee / account holder | $2,553 | $7,998-68.1% | $15,916-84.0% | $6,935-63.2% |