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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 | $242,475 | $95,453+154.0% | $112,040+116.4% | $82,448+194.1% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 15.85% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,178 | $2,318-6.1% | $2,954-26.3% | $2,551-14.6% |
| Participant deferral / active EE | $3,632 | $4,224-14.0% | $5,098-28.7% | $4,139-12.2% |
| Admin fee / account holder | $48,321 | $9,013+436.1% | $12,098+299.4% | $7,234+567.9% |