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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 | $243,153 | $57,140+325.5% | $85,240+185.3% | $80,959+200.3% |
| Participation rate | 76.9% | 56.4%+20.5pp | 67.5%+9.4pp | 67.7%+9.3pp |
| Annual return | 17.02% | 21.71%-4.7pp | 66.75%-49.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,354 | $1,802+30.6% | $2,735-14.0% | $2,757-14.6% |
| Participant deferral / active EE | $4,397 | $3,115+41.2% | $4,527-2.9% | $4,300+2.3% |
| Admin fee / account holder | $10,132 | $4,992+103.0% | $6,165+64.4% | $6,925+46.3% |