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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 | $244,000 | $129,737+88.1% | $119,126+104.8% | $154,746+57.7% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 17.44% | 379.08%-361.6pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,582 | $4,375-41.0% | $4,034-36.0% | $4,379-41.0% |
| Participant deferral / active EE | $8,608 | $5,842+47.3% | $5,318+61.9% | $6,730+27.9% |
| Admin fee / account holder | $1,971 | $11,961-83.5% | $10,693-81.6% | $14,365-86.3% |