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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 | $247,262 | $91,198+171.1% | $178,503+38.5% | $79,856+209.6% |
| Participation rate | 95.6% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 18.23% | 24.20%-6.0pp | 151.12%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,690 | $3,257+44.0% | $5,011-6.4% | $2,471+89.8% |
| Participant deferral / active EE | $3,602 | $3,237+11.3% | $5,202-30.8% | $3,741-3.7% |
| Admin fee / account holder | $4,266 | $6,748-36.8% | $13,987-69.5% | $5,306-19.6% |