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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 | $218,197 | $79,955+172.9% | $98,461+121.6% | $75,173+190.3% |
| Participation rate | 77.9% | 70.4%+7.6pp | 75.2%+2.8pp | 67.2%+10.7pp |
| Annual return | 16.65% | 19.75%-3.1pp | 21.17%-4.5pp | 160.72%-144.1pp |
| Employer contribution / active EE | $4,251 | $2,264+87.8% | $3,049+39.4% | $2,671+59.2% |
| Participant deferral / active EE | $9,585 | $3,752+155.4% | $4,738+102.3% | $4,126+132.3% |
| Admin fee / account holder | $28,114 | $6,841+311.0% | $8,961+213.7% | $5,651+397.5% |