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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 | $240,442 | $99,875+140.7% | $146,866+63.7% | $86,983+176.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 18.04% | 28.10%-10.1pp | 102.85%-84.8pp | 25.83%-7.8pp |
| Employer contribution / active EE | $3,319 | $3,224+2.9% | $4,425-25.0% | $2,584+28.4% |
| Participant deferral / active EE | $8,910 | $6,322+40.9% | $7,759+14.8% | $4,194+112.5% |
| Admin fee / account holder | $27,168 | $7,838+246.6% | $13,620+99.5% | $7,856+245.8% |