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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 | $244,799 | $95,453+156.5% | $112,040+118.5% | $82,448+196.9% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.5%+7.9pp | 68.1%+16.3pp |
| Annual return | 18.35% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,477 | $2,318+6.9% | $2,954-16.1% | $2,551-2.9% |
| Participant deferral / active EE | $6,646 | $4,224+57.3% | $5,098+30.4% | $4,139+60.6% |
| Admin fee / account holder | $19,390 | $9,013+115.1% | $12,098+60.3% | $7,234+168.0% |