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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 | $243,162 | $72,492+235.4% | $87,104+179.2% | $72,975+233.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 20.46% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $812 | $1,894-57.1% | $2,521-67.8% | $2,440-66.7% |
| Participant deferral / active EE | $4,828 | $3,270+47.7% | $4,048+19.3% | $3,608+33.8% |
| Admin fee / account holder | $3,924 | $5,055-22.4% | $7,491-47.6% | $5,124-23.4% |