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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 | $215,360 | $110,240+95.4% | $96,544+123.1% | $139,487+54.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 16.80% | 26.41%-9.6pp | 25.88%-9.1pp | 373.84%-357.0pp |
| Employer contribution / active EE | $6,339 | $3,622+75.0% | $2,966+113.7% | $4,755+33.3% |
| Participant deferral / active EE | $8,618 | $5,549+55.3% | $4,851+77.6% | $6,713+28.4% |
| Admin fee / account holder | $15,744 | $11,602+35.7% | $8,254+90.7% | $11,407+38.0% |