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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 | $210,741 | $95,383+120.9% | $185,837+13.4% | $85,856+145.5% |
| Participation rate | 75.8% | 68.8%+7.0pp | 81.7%-5.9pp | 69.3%+6.4pp |
| Annual return | 12.96% | 23.59%-10.6pp | 122.08%-109.1pp | 318.58%-305.6pp |
| Employer contribution / active EE | $2,531 | $3,313-23.6% | $5,168-51.0% | $2,565-1.3% |
| Participant deferral / active EE | $7,771 | $3,423+127.0% | $5,568+39.5% | $3,952+96.6% |
| Admin fee / account holder | $1,295 | $7,213-82.1% | $16,241-92.0% | $6,261-79.3% |