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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 | $204,437 | $76,551+167.1% | $123,894+65.0% | $62,881+225.1% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.3pp |
| Annual return | 8.09% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,991 | $2,882+3.8% | $4,617-35.2% | $2,281+31.1% |
| Participant deferral / active EE | $6,251 | $4,840+29.2% | $5,984+4.5% | $3,203+95.2% |
| Admin fee / account holder | $2,272 | $4,826-52.9% | $8,357-72.8% | $4,296-47.1% |