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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 | $184,562 | $109,359+68.8% | $162,185+13.8% | $72,976+152.9% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 25.94% | 25.46%+0.5pp | 115.61%-89.7pp | 81.02%-55.1pp |
| Employer contribution / active EE | $2,543 | $3,907-34.9% | $5,613-54.7% | $2,440+4.2% |
| Participant deferral / active EE | $4,419 | $5,481-19.4% | $7,297-39.4% | $3,608+22.5% |
| Admin fee / account holder | $22,998 | $7,972+188.5% | $10,844+112.1% | $5,124+348.8% |