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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 | $224,881 | $69,977+221.4% | $108,582+107.1% | $62,881+257.6% |
| Participation rate | 92.5% | 72.9%+19.6pp | 79.6%+12.9pp | 69.3%+23.2pp |
| Annual return | 6.92% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,126 | $2,135+140.1% | $3,758+36.4% | $2,281+124.8% |
| Participant deferral / active EE | $5,760 | $3,165+82.0% | $4,311+33.6% | $3,203+79.8% |
| Admin fee / account holder | $937 | $5,076-81.5% | $7,645-87.7% | $4,296-78.2% |