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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 | $233,633 | $88,672+163.5% | $105,223+122.0% | $82,448+183.4% |
| Participation rate | 81.6% | 67.9%+13.7pp | 75.0%+6.5pp | 68.1%+13.5pp |
| Annual return | 14.31% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,420 | $3,048-20.6% | $3,689-34.4% | $2,551-5.1% |
| Participant deferral / active EE | $6,372 | $4,036+57.9% | $5,072+25.6% | $4,139+53.9% |
| Admin fee / account holder | $7,274 | $7,146+1.8% | $8,859-17.9% | $7,234+0.5% |