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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 | $244,416 | $86,298+183.2% | $111,308+119.6% | $85,847+184.7% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 13.98% | 19.99%-6.0pp | 54.67%-40.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $4,905 | $2,044+140.0% | $2,732+79.5% | $2,565+91.2% |
| Participant deferral / active EE | $8,179 | $3,641+124.7% | $4,487+82.3% | $3,952+107.0% |
| Admin fee / account holder | $4,547 | $8,189-44.5% | $7,965-42.9% | $6,261-27.4% |