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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 | $224,904 | $110,212+104.1% | $96,534+133.0% | $139,466+61.3% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 15.48% | 26.42%-10.9pp | 25.88%-10.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,091 | $3,620-42.2% | $2,965-29.5% | $4,754-56.0% |
| Participant deferral / active EE | $9,144 | $5,547+64.8% | $4,851+88.5% | $6,712+36.2% |
| Admin fee / account holder | $858 | $11,599-92.6% | $8,253-89.6% | $11,409-92.5% |