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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 | $229,300 | $89,515+156.2% | $103,065+122.5% | $80,959+183.2% |
| Participation rate | 87.0% | 76.0%+11.0pp | 80.6%+6.4pp | 67.7%+19.3pp |
| Annual return | 17.16% | 22.82%-5.7pp | 23.95%-6.8pp | 35.67%-18.5pp |
| Employer contribution / active EE | $11,501 | $4,015+186.4% | $4,675+146.0% | $2,757+317.1% |
| Participant deferral / active EE | $5,637 | $5,463+3.2% | $6,625-14.9% | $4,300+31.1% |
| Admin fee / account holder | $8,924 | $6,527+36.7% | $9,349-4.5% | $6,925+28.9% |