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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 | $207,092 | $76,551+170.5% | $123,894+67.2% | $62,881+229.3% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.47% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,546 | $2,882+23.0% | $4,617-23.2% | $2,281+55.5% |
| Participant deferral / active EE | $15,986 | $4,840+230.3% | $5,984+167.1% | $3,203+399.1% |
| Admin fee / account holder | $16,631 | $4,826+244.6% | $8,357+99.0% | $4,296+287.2% |