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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 | $247,350 | $145,431+70.1% | $211,142+17.1% | $87,485+182.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 87.3%-2.7pp | 68.9%+15.7pp |
| Annual return | 17.52% | 27.21%-9.7pp | 46.84%-29.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $5,425 | $4,662+16.4% | $6,442-15.8% | $2,596+109.0% |
| Participant deferral / active EE | $13,463 | $6,859+96.3% | $9,284+45.0% | $4,274+215.0% |
| Admin fee / account holder | $54,046 | $17,052+217.0% | $19,076+183.3% | $7,775+595.1% |