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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 | $215,357 | $88,672+142.9% | $105,223+104.7% | $82,448+161.2% |
| Participation rate | 76.7% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.6pp |
| Annual return | 21.16% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,509 | $3,048-17.7% | $3,689-32.0% | $2,551-1.6% |
| Participant deferral / active EE | $7,558 | $4,036+87.3% | $5,072+49.0% | $4,139+82.6% |
| Admin fee / account holder | $13,954 | $7,146+95.3% | $8,859+57.5% | $7,234+92.9% |