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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 | $93,589+144.7% | $135,942+68.4% | $75,181+204.6% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.1pp | 67.2%+13.7pp |
| Annual return | 18.42% | 30.90%-12.5pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $3,315 | $3,537-6.3% | $4,858-31.8% | $2,671+24.1% |
| Participant deferral / active EE | $9,908 | $6,405+54.7% | $7,759+27.7% | $4,126+140.1% |
| Admin fee / account holder | $16,362 | $6,977+134.5% | $10,764+52.0% | $5,650+189.6% |