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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 | $181,226 | $106,524+70.1% | $152,301+19.0% | $87,485+107.2% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.4%-5.8pp | 68.9%+7.7pp |
| Annual return | 14.53% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $5,566 | $3,371+65.1% | $4,624+20.4% | $2,596+114.4% |
| Participant deferral / active EE | $11,682 | $6,525+79.0% | $8,004+46.0% | $4,274+173.3% |
| Admin fee / account holder | $23,306 | $8,287+181.2% | $14,398+61.9% | $7,775+199.8% |