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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 | $241,080 | $106,749+125.8% | $145,433+65.8% | $82,448+192.4% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 19.57% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,765 | $3,444+9.3% | $4,554-17.3% | $2,551+47.6% |
| Participant deferral / active EE | $15,151 | $6,519+132.4% | $7,897+91.8% | $4,139+266.0% |
| Admin fee / account holder | $9,764 | $8,390+16.4% | $13,129-25.6% | $7,234+35.0% |