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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 | $233,162 | $72,486+221.7% | $87,103+167.7% | $72,976+219.5% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 20.22% | 24.46%-4.2pp | 28.19%-8.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,502 | $1,894+32.1% | $2,521-0.8% | $2,440+2.6% |
| Participant deferral / active EE | $5,881 | $3,270+79.9% | $4,049+45.3% | $3,608+63.0% |
| Admin fee / account holder | $66,664 | $5,055+1218.9% | $7,491+789.9% | $5,124+1201.0% |