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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 | $237,178 | $112,729+110.4% | $98,716+140.3% | $137,256+72.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 25.96% | 38.48%-12.5pp | 31.81%-5.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,848 | $2,725-32.2% | $2,279-18.9% | $4,156-55.5% |
| Participant deferral / active EE | $9,957 | $4,640+114.6% | $4,048+146.0% | $6,407+55.4% |
| Admin fee / account holder | $816 | $10,129-91.9% | $8,703-90.6% | $12,270-93.3% |