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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 | $247,086 | $78,690+214.0% | $161,489+53.0% | $87,485+182.4% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 25.07% | 32.74%-7.7pp | 89.72%-64.7pp | 26.06%-1.0pp |
| Employer contribution / active EE | $3,344 | $2,588+29.2% | $4,268-21.7% | $2,596+28.8% |
| Participant deferral / active EE | $7,285 | $3,311+120.0% | $5,630+29.4% | $4,274+70.5% |
| Admin fee / account holder | $2,050 | $6,724-69.5% | $16,006-87.2% | $7,775-73.6% |