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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 | $76,407+172.4% | $150,298+38.5% | $82,448+152.5% |
| Participation rate | 73.2% | 66.4%+6.8pp | 77.8%-4.6pp | 68.1%+5.1pp |
| Annual return | 16.94% | 39.99%-23.1pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,121 | $2,614+19.4% | $4,154-24.9% | $2,551+22.4% |
| Participant deferral / active EE | $7,171 | $3,214+123.1% | $5,453+31.5% | $4,139+73.2% |
| Admin fee / account holder | $22,034 | $6,352+246.9% | $14,116+56.1% | $7,234+204.6% |