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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 | $245,925 | $93,345+163.5% | $119,126+106.4% | $87,485+181.1% |
| Participation rate | 79.2% | 68.7%+10.4pp | 75.8%+3.4pp | 68.9%+10.2pp |
| Annual return | 18.17% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,164 | $3,172-0.2% | $4,034-21.6% | $2,596+21.9% |
| Participant deferral / active EE | $8,349 | $4,099+103.7% | $5,318+57.0% | $4,274+95.4% |
| Admin fee / account holder | $6,456 | $8,039-19.7% | $10,693-39.6% | $7,775-17.0% |