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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 | $101,798+140.7% | $165,071+48.5% | $80,935+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 | 70.17%-57.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,212 | $2,954+8.7% | $4,347-26.1% | $2,757+16.5% |
| Participant deferral / active EE | $9,258 | $4,476+106.8% | $6,035+53.4% | $4,299+115.3% |
| Admin fee / account holder | $21,182 | $8,221+157.6% | $12,695+66.9% | $6,924+205.9% |