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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 | $228,142 | $93,589+143.8% | $135,942+67.8% | $75,181+203.5% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 17.88% | 30.90%-13.0pp | 68.28%-50.4pp | 160.69%-142.8pp |
| Employer contribution / active EE | $3,239 | $3,537-8.4% | $4,858-33.3% | $2,671+21.3% |
| Participant deferral / active EE | $7,175 | $6,405+12.0% | $7,759-7.5% | $4,126+73.9% |
| Admin fee / account holder | $739 | $6,977-89.4% | $10,764-93.1% | $5,650-86.9% |