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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 | $68,852+207.5% | $120,524+75.6% | $80,925+161.6% |
| Participation rate | 75.9% | 61.6%+14.2pp | 71.9%+3.9pp | 67.7%+8.2pp |
| Annual return | 14.31% | 23.67%-9.4pp | 107.36%-93.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,178 | $2,063+54.0% | $3,469-8.4% | $2,756+15.3% |
| Participant deferral / active EE | $6,191 | $3,187+94.3% | $4,994+24.0% | $4,299+44.0% |
| Admin fee / account holder | $5,263 | $5,781-8.9% | $9,440-44.2% | $6,940-24.2% |