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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 | $187,144 | $71,215+162.8% | $93,696+99.7% | $80,935+131.2% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 13.70% | 11.27%+2.4pp | 133.74%-120.0pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,105 | $1,565+34.5% | $2,422-13.1% | $2,757-23.6% |
| Participant deferral / active EE | $4,171 | $4,037+3.3% | $4,417-5.6% | $4,299-3.0% |
| Admin fee / account holder | $5,978 | $6,958-14.1% | $8,287-27.9% | $6,924-13.7% |