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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 | $220,370 | $77,920+182.8% | $149,723+47.2% | $75,177+193.1% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 15.76% | 31.72%-16.0pp | 134.50%-118.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,284 | $3,138-27.2% | $4,821-52.6% | $2,671-14.5% |
| Participant deferral / active EE | $4,473 | $3,411+31.1% | $5,682-21.3% | $4,126+8.4% |
| Admin fee / account holder | $18,942 | $5,951+218.3% | $13,215+43.3% | $5,651+235.2% |