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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 | $238,899 | $138,312+72.7% | $122,979+94.3% | $155,188+53.9% |
| Participation rate | 81.8% | 80.2%+1.6pp | 77.2%+4.6pp | 80.8%+1.0pp |
| Annual return | 13.87% | 22.06%-8.2pp | 20.12%-6.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $6,814 | $3,530+93.0% | $3,062+122.5% | $4,248+60.4% |
| Participant deferral / active EE | $8,387 | $5,592+50.0% | $5,003+67.6% | $6,531+28.4% |
| Admin fee / account holder | $26,877 | $15,089+78.1% | $12,864+108.9% | $14,480+85.6% |