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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 | $242,652 | $111,814+117.0% | $103,378+134.7% | $145,978+66.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.03% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,075 | $4,215-27.1% | $3,870-20.6% | $4,662-34.0% |
| Participant deferral / active EE | $3,600 | $5,618-35.9% | $5,058-28.8% | $6,690-46.2% |
| Admin fee / account holder | $14,403 | $9,764+47.5% | $8,401+71.4% | $13,400+7.5% |