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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 | $236,602 | $86,919+172.2% | $102,457+130.9% | $80,911+192.4% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 11.14% | 18.90%-7.8pp | 29.41%-18.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $4,967 | $2,368+109.7% | $3,022+64.4% | $2,756+80.3% |
| Participant deferral / active EE | $8,058 | $4,119+95.6% | $5,054+59.4% | $4,297+87.5% |
| Admin fee / account holder | $60,650 | $8,049+653.5% | $9,451+541.7% | $6,935+774.6% |