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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 | $243,248 | $85,171+185.6% | $172,752+40.8% | $72,975+233.3% |
| Participation rate | 83.7% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.2pp |
| Annual return | 17.18% | 27.32%-10.1pp | 802.97%-785.8pp | 81.01%-63.8pp |
| Employer contribution / active EE | $4,457 | $3,324+34.1% | $5,144-13.4% | $2,440+82.6% |
| Participant deferral / active EE | $2,780 | $3,260-14.7% | $5,198-46.5% | $3,608-22.9% |
| Admin fee / account holder | $8,039 | $5,880+36.7% | $13,955-42.4% | $5,124+56.9% |