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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 | $223,953 | $91,198+145.6% | $178,503+25.5% | $79,856+180.4% |
| Participation rate | 85.4% | 69.2%+16.2pp | 81.9%+3.5pp | 69.6%+15.8pp |
| Annual return | 14.31% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $771 | $3,257-76.3% | $5,011-84.6% | $2,471-68.8% |
| Participant deferral / active EE | $5,866 | $3,237+81.2% | $5,202+12.7% | $3,741+56.8% |
| Admin fee / account holder | $6,871 | $6,748+1.8% | $13,987-50.9% | $5,306+29.5% |