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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 | $240,685 | $70,684+240.5% | $169,390+42.1% | $75,173+220.2% |
| Participation rate | 95.5% | 64.8%+30.7pp | 77.2%+18.3pp | 67.2%+28.3pp |
| Annual return | 16.98% | 36.38%-19.4pp | 406.07%-389.1pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,637 | $2,211+19.3% | $4,013-34.3% | $2,671-1.3% |
| Participant deferral / active EE | $12,192 | $4,310+182.9% | $6,222+95.9% | $4,126+195.5% |
| Admin fee / account holder | $3,375 | $5,404-37.5% | $9,015-62.6% | $5,651-40.3% |