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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 | $198,242 | $88,042+125.2% | $138,135+43.5% | $79,858+148.2% |
| Participation rate | 91.9% | 71.4%+20.5pp | 78.7%+13.2pp | 69.6%+22.3pp |
| Annual return | 13.49% | 20.58%-7.1pp | 20.51%-7.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,466 | $3,103-52.7% | $5,587-73.8% | $2,471-40.7% |
| Participant deferral / active EE | $11,594 | $4,704+146.4% | $6,431+80.3% | $3,740+210.0% |
| Admin fee / account holder | $20,647 | $7,791+165.0% | $11,856+74.1% | $5,306+289.1% |