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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 | $222,514 | $87,059+155.6% | $105,608+110.7% | $80,925+175.0% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.7%+8.3pp |
| Annual return | 14.24% | 17.05%-2.8pp | 116.50%-102.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $8,704 | $2,396+263.2% | $3,167+174.8% | $2,756+215.8% |
| Participant deferral / active EE | $8,243 | $3,986+106.8% | $5,010+64.5% | $4,299+91.8% |
| Admin fee / account holder | $52,434 | $8,443+521.0% | $11,028+375.4% | $6,940+655.5% |