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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 | $201,927 | $67,602+198.7% | $82,312+145.3% | $70,126+187.9% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 15.13% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,892 | $1,755+64.8% | $2,428+19.1% | $2,343+23.5% |
| Participant deferral / active EE | $8,024 | $2,987+168.6% | $3,706+116.5% | $3,332+140.8% |
| Admin fee / account holder | $19,248 | $4,512+326.6% | $5,608+243.2% | $4,645+314.3% |