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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 | $216,229 | $106,749+102.6% | $145,433+48.7% | $82,448+162.3% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 16.21% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $11,909 | $3,444+245.7% | $4,554+161.5% | $2,551+366.8% |
| Participant deferral / active EE | $9,526 | $6,519+46.1% | $7,897+20.6% | $4,139+130.1% |
| Admin fee / account holder | $16,129 | $8,390+92.2% | $13,129+22.8% | $7,234+122.9% |