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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 | $228,980 | $93,598+144.6% | $135,974+68.4% | $75,173+204.6% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 18.42% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $3,315 | $3,538-6.3% | $4,859-31.8% | $2,671+24.1% |
| Participant deferral / active EE | $9,908 | $6,405+54.7% | $7,760+27.7% | $4,126+140.1% |
| Admin fee / account holder | $16,362 | $6,978+134.5% | $10,767+52.0% | $5,651+189.6% |