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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 | $217,506 | $78,690+176.4% | $161,489+34.7% | $87,485+148.6% |
| Participation rate | 76.9% | 67.5%+9.5pp | 78.7%-1.8pp | 68.9%+8.0pp |
| Annual return | 17.57% | 32.74%-15.2pp | 89.72%-72.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,560 | $2,588-1.1% | $4,268-40.0% | $2,596-1.4% |
| Participant deferral / active EE | $8,349 | $3,311+152.2% | $5,630+48.3% | $4,274+95.4% |
| Admin fee / account holder | $6,596 | $6,724-1.9% | $16,006-58.8% | $7,775-15.2% |