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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 | $212,119 | $93,346+127.2% | $71,796+195.4% | $273,972-22.6% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.1%+26.5pp | 83.0%+12.6pp |
| Annual return | 12.40% | 130.39%-118.0pp | 78.04%-65.6pp | 41.46%-29.1pp |
| Employer contribution / active EE | $6,169 | $2,733+125.7% | $1,924+220.6% | $4,869+26.7% |
| Participant deferral / active EE | $4,667 | $3,475+34.3% | $2,794+67.0% | $5,287-11.7% |
| Admin fee / account holder | $998 | $6,571-84.8% | $4,815-79.3% | $10,133-90.1% |