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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 | $238,473 | $86,288+176.4% | $111,306+114.3% | $85,851+177.8% |
| Participation rate | 97.5% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 27.20% | 19.99%+7.2pp | 54.67%-27.5pp | 318.63%-291.4pp |
| Employer contribution / active EE | $1,297 | $2,044-36.6% | $2,732-52.5% | $2,565-49.5% |
| Participant deferral / active EE | $7,051 | $3,641+93.7% | $4,488+57.1% | $3,952+78.4% |
| Admin fee / account holder | $3,013 | $8,189-63.2% | $7,966-62.2% | $6,261-51.9% |