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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 | $229,356 | $65,364+250.9% | $92,909+146.9% | $72,975+214.3% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.0%-2.5pp | 69.5%+4.0pp |
| Annual return | 21.65% | 42.11%-20.5pp | 109.44%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,397 | $2,594-7.6% | $3,653-34.4% | $2,440-1.8% |
| Participant deferral / active EE | $5,261 | $3,128+68.2% | $4,238+24.1% | $3,608+45.8% |
| Admin fee / account holder | $9,317 | $4,251+119.2% | $5,795+60.8% | $5,124+81.8% |