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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 | $240,442 | $106,524+125.7% | $152,301+57.9% | $87,485+174.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 18.04% | 26.89%-8.8pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $3,319 | $3,371-1.6% | $4,624-28.2% | $2,596+27.8% |
| Participant deferral / active EE | $8,910 | $6,525+36.6% | $8,004+11.3% | $4,274+108.5% |
| Admin fee / account holder | $27,168 | $8,287+227.9% | $14,398+88.7% | $7,775+249.4% |