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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 | $211,691 | $68,573+208.7% | $120,368+75.9% | $80,874+161.8% |
| Participation rate | 75.9% | 61.6%+14.3pp | 71.9%+4.0pp | 67.6%+8.2pp |
| Annual return | 14.31% | 23.61%-9.3pp | 107.26%-92.9pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,178 | $2,052+54.9% | $3,465-8.3% | $2,756+15.3% |
| Participant deferral / active EE | $6,191 | $3,174+95.1% | $4,991+24.0% | $4,297+44.1% |
| Admin fee / account holder | $5,263 | $5,734-8.2% | $9,429-44.2% | $6,935-24.1% |