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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 | $246,634 | $81,276+203.5% | $155,574+58.5% | $80,925+204.8% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 25.89% | 33.36%-7.5pp | 64.87%-39.0pp | 35.65%-9.8pp |
| Employer contribution / active EE | $3,183 | $3,103+2.6% | $4,676-31.9% | $2,756+15.5% |
| Participant deferral / active EE | $8,881 | $3,453+157.2% | $5,629+57.8% | $4,299+106.6% |
| Admin fee / account holder | $19,464 | $7,993+143.5% | $15,914+22.3% | $6,940+180.5% |