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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 | $81,233+176.0% | $155,567+44.1% | $80,874+177.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 11.15% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,842 | $3,101-8.4% | $4,674-39.2% | $2,756+3.1% |
| Participant deferral / active EE | $7,152 | $3,452+107.2% | $5,628+27.1% | $4,297+66.4% |
| Admin fee / account holder | $19,807 | $7,998+147.7% | $15,916+24.4% | $6,935+185.6% |