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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 | $249,412 | $93,598+166.5% | $135,974+83.4% | $75,173+231.8% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 16.89% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,630 | $3,538-53.9% | $4,859-66.4% | $2,671-39.0% |
| Participant deferral / active EE | $11,579 | $6,405+80.8% | $7,760+49.2% | $4,126+180.6% |
| Admin fee / account holder | $34,101 | $6,978+388.7% | $10,767+216.7% | $5,651+503.5% |