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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 | $212,654 | $79,449+167.7% | $189,575+12.2% | $85,847+147.7% |
| Participation rate | 94.4% | 66.0%+28.5pp | 78.4%+16.0pp | 69.3%+25.1pp |
| Annual return | 13.24% | 18.45%-5.2pp | 64.19%-51.0pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,357 | $2,081+61.3% | $4,412-23.9% | $2,565+30.8% |
| Participant deferral / active EE | $4,776 | $4,051+17.9% | $6,174-22.6% | $3,952+20.8% |
| Admin fee / account holder | $1,958 | $5,377-63.6% | $9,806-80.0% | $6,261-68.7% |