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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 | $192,112 | $106,864+79.8% | $147,318+30.4% | $82,637+132.5% |
| Participation rate | 87.8% | 75.5%+12.3pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 15.65% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,378 | $3,417-1.1% | $4,593-26.4% | $2,552+32.4% |
| Participant deferral / active EE | $7,443 | $6,496+14.6% | $7,906-5.9% | $4,126+80.4% |
| Admin fee / account holder | $30,869 | $8,415+266.8% | $13,708+125.2% | $7,339+320.6% |