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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 | $236,050 | $81,331+190.2% | $155,534+51.8% | $80,935+191.7% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 20.93% | 33.37%-12.4pp | 64.92%-44.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $3,850 | $3,105+24.0% | $4,675-17.7% | $2,757+39.6% |
| Participant deferral / active EE | $3,150 | $3,454-8.8% | $5,630-44.1% | $4,299-26.7% |
| Admin fee / account holder | $93,072 | $7,999+1063.5% | $15,900+485.4% | $6,924+1244.1% |