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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 | $233,980 | $106,524+119.6% | $152,301+53.6% | $87,485+167.5% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.4%-4.2pp | 68.9%+9.3pp |
| Annual return | 15.07% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,557 | $3,371-24.2% | $4,624-44.7% | $2,596-1.5% |
| Participant deferral / active EE | $9,374 | $6,525+43.7% | $8,004+17.1% | $4,274+119.3% |
| Admin fee / account holder | $28,337 | $8,287+242.0% | $14,398+96.8% | $7,775+264.5% |