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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 | $57,073+326.0% | $85,126+185.6% | $80,925+200.5% |
| Participation rate | 76.9% | 56.4%+20.5pp | 67.5%+9.4pp | 67.7%+9.3pp |
| Annual return | 17.02% | 21.69%-4.7pp | 66.63%-49.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $2,354 | $1,801+30.7% | $2,731-13.8% | $2,756-14.6% |
| Participant deferral / active EE | $4,397 | $3,113+41.2% | $4,523-2.8% | $4,299+2.3% |
| Admin fee / account holder | $10,132 | $4,988+103.1% | $6,160+64.5% | $6,940+46.0% |