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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 | $245,547 | $73,978+231.9% | $96,515+154.4% | $75,173+226.6% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.6pp | 67.2%+11.7pp |
| Annual return | 20.12% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.6pp |
| Employer contribution / active EE | $3,876 | $2,931+32.3% | $3,740+3.7% | $2,671+45.1% |
| Participant deferral / active EE | $8,543 | $3,660+133.4% | $4,880+75.1% | $4,126+107.0% |
| Admin fee / account holder | $2,217 | $5,219-57.5% | $6,735-67.1% | $5,651-60.8% |