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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 | $249,933 | $76,407+227.1% | $150,298+66.3% | $82,448+203.1% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,595 | $2,614+37.5% | $4,154-13.5% | $2,551+40.9% |
| Participant deferral / active EE | $5,005 | $3,214+55.7% | $5,453-8.2% | $4,139+20.9% |
| Admin fee / account holder | $1,325 | $6,352-79.1% | $14,116-90.6% | $7,234-81.7% |