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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 | $228,881 | $78,027+193.3% | $178,528+28.2% | $80,925+182.8% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.7%+18.4pp |
| Annual return | 11.29% | 18.09%-6.8pp | 27.11%-15.8pp | 35.65%-24.4pp |
| Employer contribution / active EE | $5,236 | $2,281+129.5% | $3,950+32.5% | $2,756+90.0% |
| Participant deferral / active EE | $10,383 | $4,408+135.6% | $6,278+65.4% | $4,299+141.5% |
| Admin fee / account holder | $29,564 | $7,168+312.5% | $10,419+183.8% | $6,940+326.0% |