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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 | $241,276 | $77,920+209.6% | $149,723+61.1% | $75,177+220.9% |
| Participation rate | 90.7% | 65.6%+25.1pp | 78.8%+11.9pp | 67.2%+23.5pp |
| Annual return | 17.70% | 31.72%-14.0pp | 134.50%-116.8pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,757 | $3,138-44.0% | $4,821-63.6% | $2,671-34.2% |
| Participant deferral / active EE | $5,932 | $3,411+73.9% | $5,682+4.4% | $4,126+43.7% |
| Admin fee / account holder | $19,438 | $5,951+226.7% | $13,215+47.1% | $5,651+244.0% |