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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 | $231,920 | $100,060+131.8% | $149,721+54.9% | $70,126+230.7% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.1%-3.0pp | 69.5%+14.6pp |
| Annual return | 17.85% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $3,227 | $3,661-11.8% | $5,444-40.7% | $2,343+37.8% |
| Participant deferral / active EE | $7,544 | $4,982+51.4% | $6,568+14.9% | $3,332+126.4% |
| Admin fee / account holder | $9,096 | $8,285+9.8% | $11,282-19.4% | $4,645+95.8% |