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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 | $86,940+172.1% | $102,434+131.0% | $80,935+192.3% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 11.14% | 18.89%-7.7pp | 29.46%-18.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $4,967 | $2,370+109.6% | $3,023+64.3% | $2,757+80.2% |
| Participant deferral / active EE | $8,058 | $4,121+95.5% | $5,055+59.4% | $4,299+87.4% |
| Admin fee / account holder | $60,650 | $8,047+653.7% | $9,462+541.0% | $6,924+775.9% |