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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 | $213,697 | $95,453+123.9% | $112,040+90.7% | $82,448+159.2% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 13.66% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $6,643 | $2,318+186.6% | $2,954+124.9% | $2,551+160.4% |
| Participant deferral / active EE | $10,149 | $4,224+140.3% | $5,098+99.1% | $4,139+145.2% |
| Admin fee / account holder | $42,386 | $9,013+370.3% | $12,098+250.4% | $7,234+485.9% |