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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 | $101,795+140.7% | $165,100+48.4% | $80,959+202.7% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.7%+10.7pp |
| Annual return | 13.08% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,212 | $2,954+8.7% | $4,348-26.1% | $2,757+16.5% |
| Participant deferral / active EE | $9,258 | $4,476+106.8% | $6,035+53.4% | $4,300+115.3% |
| Admin fee / account holder | $21,182 | $8,221+157.7% | $12,696+66.8% | $6,925+205.9% |