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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 | $81,276+175.9% | $155,574+44.1% | $80,925+177.1% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.7%+11.7pp |
| Annual return | 11.15% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,842 | $3,103-8.4% | $4,676-39.2% | $2,756+3.1% |
| Participant deferral / active EE | $7,152 | $3,453+107.1% | $5,629+27.0% | $4,299+66.4% |
| Admin fee / account holder | $19,807 | $7,993+147.8% | $15,914+24.5% | $6,940+185.4% |