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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 | $208,145 | $78,690+164.5% | $161,489+28.9% | $87,485+137.9% |
| Participation rate | 73.2% | 67.5%+5.7pp | 78.7%-5.5pp | 68.9%+4.2pp |
| Annual return | 16.94% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $3,121 | $2,588+20.6% | $4,268-26.9% | $2,596+20.2% |
| Participant deferral / active EE | $7,171 | $3,311+116.6% | $5,630+27.4% | $4,274+67.8% |
| Admin fee / account holder | $22,034 | $6,724+227.7% | $16,006+37.7% | $7,775+183.4% |