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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 | $81,276+190.4% | $155,574+51.7% | $80,925+191.7% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 20.93% | 33.36%-12.4pp | 64.87%-43.9pp | 35.65%-14.7pp |
| Employer contribution / active EE | $3,850 | $3,103+24.1% | $4,676-17.7% | $2,756+39.7% |
| Participant deferral / active EE | $3,150 | $3,453-8.8% | $5,629-44.0% | $4,299-26.7% |
| Admin fee / account holder | $93,072 | $7,993+1064.4% | $15,914+484.8% | $6,940+1241.1% |