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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 | $222,242 | $93,589+137.5% | $135,942+63.5% | $75,181+195.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 23.36% | 30.90%-7.5pp | 68.28%-44.9pp | 160.69%-137.3pp |
| Employer contribution / active EE | $3,166 | $3,537-10.5% | $4,858-34.8% | $2,671+18.6% |
| Participant deferral / active EE | $8,880 | $6,405+38.6% | $7,759+14.5% | $4,126+115.2% |
| Admin fee / account holder | $17,358 | $6,977+148.8% | $10,764+61.3% | $5,650+207.2% |