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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 | $225,413 | $138,386+62.9% | $184,260+22.3% | $80,935+178.5% |
| Participation rate | 76.3% | 83.9%-7.6pp | 86.8%-10.5pp | 67.7%+8.7pp |
| Annual return | 13.44% | 20.02%-6.6pp | 28.84%-15.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $8,418 | $4,851+73.5% | $6,427+31.0% | $2,757+205.4% |
| Participant deferral / active EE | $16,202 | $7,076+129.0% | $9,133+77.4% | $4,299+276.8% |
| Admin fee / account holder | $42,533 | $10,489+305.5% | $13,898+206.0% | $6,924+514.3% |