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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 | $238,427 | $91,198+161.4% | $178,503+33.6% | $79,856+198.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 81.9%-2.8pp | 69.6%+9.5pp |
| Annual return | 14.88% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,412 | $3,257+35.5% | $5,011-12.0% | $2,471+78.5% |
| Participant deferral / active EE | $9,091 | $3,237+180.9% | $5,202+74.7% | $3,741+143.0% |
| Admin fee / account holder | $2,467 | $6,748-63.4% | $13,987-82.4% | $5,306-53.5% |