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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 | $219,482 | $88,996+146.6% | $78,004+181.4% | $138,895+58.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 18.95% | 28.03%-9.1pp | 31.07%-12.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $10,447 | $2,917+258.1% | $2,469+323.1% | $4,194+149.1% |
| Participant deferral / active EE | $1,557 | $4,724-67.1% | $4,092-62.0% | $6,396-75.7% |
| Admin fee / account holder | $908 | $8,807-89.7% | $7,578-88.0% | $12,562-92.8% |