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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 | $233,664 | $106,524+119.4% | $152,301+53.4% | $87,485+167.1% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.4%-4.3pp | 68.9%+9.2pp |
| Annual return | 14.82% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,539 | $3,371-54.3% | $4,624-66.7% | $2,596-40.7% |
| Participant deferral / active EE | $13,775 | $6,525+111.1% | $8,004+72.1% | $4,274+222.3% |
| Admin fee / account holder | $20,067 | $8,287+142.2% | $14,398+39.4% | $7,775+158.1% |