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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 | $246,499 | $72,492+240.0% | $87,102+183.0% | $72,983+237.7% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.6pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.01%-61.6pp |
| Employer contribution / active EE | $2,277 | $1,894+20.2% | $2,521-9.7% | $2,440-6.7% |
| Participant deferral / active EE | $6,357 | $3,270+94.4% | $4,048+57.0% | $3,608+76.2% |
| Admin fee / account holder | $27,988 | $5,055+453.7% | $7,491+273.6% | $5,124+446.2% |