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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 | $245,062 | $101,778+140.8% | $164,975+48.5% | $80,925+202.8% |
| Participation rate | 78.4% | 71.8%+6.5pp | 78.6%-0.2pp | 67.7%+10.7pp |
| Annual return | 13.08% | 16.73%-3.6pp | 70.12%-57.0pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,212 | $2,954+8.7% | $4,343-26.0% | $2,756+16.5% |
| Participant deferral / active EE | $9,258 | $4,477+106.8% | $6,033+53.4% | $4,299+115.4% |
| Admin fee / account holder | $21,182 | $8,221+157.7% | $12,688+66.9% | $6,940+205.2% |