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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 | $81,358+173.9% | $155,556+43.2% | $80,959+175.2% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 12.45% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,291 | $3,106-26.3% | $4,675-51.0% | $2,757-16.9% |
| Participant deferral / active EE | $7,152 | $3,455+107.0% | $5,631+27.0% | $4,300+66.3% |
| Admin fee / account holder | $2,553 | $7,994-68.1% | $15,885-83.9% | $6,925-63.1% |