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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 | $214,913 | $87,059+146.9% | $105,608+103.5% | $80,925+165.6% |
| Participation rate | 88.4% | 70.4%+17.9pp | 75.3%+13.1pp | 67.7%+20.7pp |
| Annual return | 15.19% | 17.05%-1.9pp | 116.50%-101.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,977 | $2,396-17.5% | $3,167-37.6% | $2,756-28.3% |
| Participant deferral / active EE | $4,844 | $3,986+21.5% | $5,010-3.3% | $4,299+12.7% |
| Admin fee / account holder | $18,351 | $8,443+117.4% | $11,028+66.4% | $6,940+164.4% |