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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 | $97,550+148.6% | $120,344+101.5% | $87,485+177.2% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.7%+8.5pp | 68.9%+16.3pp |
| Annual return | 15.85% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,178 | $2,291-4.9% | $3,020-27.9% | $2,596-16.1% |
| Participant deferral / active EE | $3,632 | $4,230-14.1% | $5,135-29.3% | $4,274-15.0% |
| Admin fee / account holder | $48,321 | $9,543+406.4% | $12,742+279.2% | $7,775+521.5% |