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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 | $248,516 | $98,776+151.6% | $149,745+66.0% | $79,856+211.2% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 14.86% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,369 | $3,217+4.7% | $4,646-27.5% | $2,471+36.3% |
| Participant deferral / active EE | $4,804 | $5,681-15.4% | $6,843-29.8% | $3,741+28.4% |
| Admin fee / account holder | $11,466 | $6,053+89.4% | $9,312+23.1% | $5,306+116.1% |