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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 | $246,528 | $77,908+216.4% | $149,696+64.7% | $75,173+227.9% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 16.71% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,466 | $3,138-21.4% | $4,821-48.8% | $2,671-7.7% |
| Participant deferral / active EE | $7,154 | $3,411+109.7% | $5,682+25.9% | $4,126+73.4% |
| Admin fee / account holder | $6,382 | $5,950+7.3% | $13,212-51.7% | $5,651+13.0% |