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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 | $240,338 | $79,449+202.5% | $189,575+26.8% | $85,847+180.0% |
| Participation rate | 82.8% | 66.0%+16.8pp | 78.4%+4.3pp | 69.3%+13.4pp |
| Annual return | 16.07% | 18.45%-2.4pp | 64.19%-48.1pp | 318.61%-302.5pp |
| Employer contribution / active EE | $3,091 | $2,081+48.6% | $4,412-29.9% | $2,565+20.5% |
| Participant deferral / active EE | $7,824 | $4,051+93.1% | $6,174+26.7% | $3,952+98.0% |
| Admin fee / account holder | $6,284 | $5,377+16.9% | $9,806-35.9% | $6,261+0.4% |