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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 | $248,194 | $98,776+151.3% | $149,745+65.7% | $79,856+210.8% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.6%+10.9pp |
| Annual return | 18.24% | 27.38%-9.1pp | 276.72%-258.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,584 | $3,217-19.7% | $4,646-44.4% | $2,471+4.6% |
| Participant deferral / active EE | $4,709 | $5,681-17.1% | $6,843-31.2% | $3,741+25.9% |
| Admin fee / account holder | $3,869 | $6,053-36.1% | $9,312-58.4% | $5,306-27.1% |