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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 | $242,404 | $93,064+160.5% | $74,577+225.0% | $273,972-11.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 8.64% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $19,144 | $3,160+505.9% | $2,525+658.1% | $4,869+293.2% |
| Participant deferral / active EE | $13,246 | $4,160+218.4% | $3,458+283.0% | $5,287+150.5% |
| Admin fee / account holder | $13,835 | $5,273+162.4% | $4,138+234.3% | $10,133+36.5% |