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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 | $224,233 | $81,358+175.6% | $155,556+44.1% | $80,959+177.0% |
| Participation rate | 79.3% | 66.3%+13.0pp | 78.2%+1.1pp | 67.7%+11.6pp |
| Annual return | 11.15% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,842 | $3,106-8.5% | $4,675-39.2% | $2,757+3.1% |
| Participant deferral / active EE | $7,152 | $3,455+107.0% | $5,631+27.0% | $4,300+66.3% |
| Admin fee / account holder | $19,807 | $7,994+147.8% | $15,885+24.7% | $6,925+186.0% |