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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 | $243,142 | $109,359+122.3% | $162,185+49.9% | $72,976+233.2% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 22.45% | 25.46%-3.0pp | 115.61%-93.2pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,613 | $3,907-7.5% | $5,613-35.6% | $2,440+48.1% |
| Participant deferral / active EE | $17,339 | $5,481+216.3% | $7,297+137.6% | $3,608+380.6% |
| Admin fee / account holder | $1,992 | $7,972-75.0% | $10,844-81.6% | $5,124-61.1% |