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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 | $179,747 | $81,233+121.3% | $155,567+15.5% | $80,874+122.3% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 12.40% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,157 | $3,101+1.8% | $4,674-32.5% | $2,756+14.6% |
| Participant deferral / active EE | $9,468 | $3,452+174.3% | $5,628+68.2% | $4,297+120.3% |
| Admin fee / account holder | $31,450 | $7,998+293.2% | $15,916+97.6% | $6,935+353.5% |