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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 | $237,866 | $146,267+62.6% | $197,124+20.7% | $82,448+188.5% |
| Participation rate | 71.7% | 84.0%-12.3pp | 86.7%-15.0pp | 68.1%+3.7pp |
| Annual return | 15.00% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $6,859 | $4,723+45.2% | $6,227+10.1% | $2,551+168.9% |
| Participant deferral / active EE | $14,271 | $7,035+102.9% | $9,135+56.2% | $4,139+244.8% |
| Admin fee / account holder | $10,126 | $14,422-29.8% | $16,298-37.9% | $7,234+40.0% |