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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 | $249,793 | $93,617+166.8% | $135,982+83.7% | $75,177+232.3% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 28.04% | 30.89%-2.8pp | 68.32%-40.3pp | 160.75%-132.7pp |
| Employer contribution / active EE | $4,632 | $3,538+30.9% | $4,859-4.7% | $2,671+73.4% |
| Participant deferral / active EE | $10,783 | $6,406+68.3% | $7,760+39.0% | $4,126+161.3% |
| Admin fee / account holder | $2,035 | $6,980-70.8% | $10,767-81.1% | $5,651-64.0% |