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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 | $244,442 | $78,672+210.7% | $109,163+123.9% | $85,856+184.7% |
| Participation rate | 89.7% | 68.3%+21.5pp | 75.9%+13.9pp | 69.3%+20.4pp |
| Annual return | 14.10% | 25.09%-11.0pp | 25.75%-11.7pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,599 | $2,734-4.9% | $3,723-30.2% | $2,565+1.3% |
| Participant deferral / active EE | $8,656 | $3,467+149.6% | $4,654+86.0% | $3,952+119.0% |
| Admin fee / account holder | $12,680 | $5,470+131.8% | $6,754+87.7% | $6,261+102.5% |