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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 | $198,138 | $72,486+173.3% | $87,103+127.5% | $72,976+171.5% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 19.00% | 24.46%-5.5pp | 28.19%-9.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $2,745 | $1,894+44.9% | $2,521+8.8% | $2,440+12.5% |
| Participant deferral / active EE | $6,075 | $3,270+85.8% | $4,049+50.1% | $3,608+68.4% |
| Admin fee / account holder | $1,051 | $5,055-79.2% | $7,491-86.0% | $5,124-79.5% |