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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 | $95,404+154.2% | $113,397+113.8% | $82,637+193.4% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 15.85% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,178 | $2,307-5.6% | $2,977-26.9% | $2,552-14.7% |
| Participant deferral / active EE | $3,632 | $4,220-13.9% | $5,076-28.4% | $4,126-12.0% |
| Admin fee / account holder | $48,321 | $9,168+427.1% | $11,957+304.1% | $7,339+558.4% |