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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 | $77,962+193.6% | $178,540+28.2% | $80,935+182.8% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.7%+18.4pp |
| Annual return | 11.29% | 18.10%-6.8pp | 27.15%-15.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,236 | $2,280+129.6% | $3,953+32.5% | $2,757+89.9% |
| Participant deferral / active EE | $10,383 | $4,404+135.7% | $6,281+65.3% | $4,299+141.5% |
| Admin fee / account holder | $29,564 | $7,156+313.1% | $10,424+183.6% | $6,924+327.0% |