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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 | $86,949+172.1% | $102,460+130.9% | $80,959+192.2% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,967 | $2,370+109.6% | $3,025+64.2% | $2,757+80.2% |
| Participant deferral / active EE | $8,058 | $4,121+95.5% | $5,056+59.4% | $4,300+87.4% |
| Admin fee / account holder | $60,650 | $8,048+653.6% | $9,460+541.1% | $6,925+775.8% |