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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 | $220,968 | $98,776+123.7% | $149,745+47.6% | $79,856+176.7% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 14.50% | 27.38%-12.9pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,087 | $3,217-35.1% | $4,646-55.1% | $2,471-15.5% |
| Participant deferral / active EE | $7,918 | $5,681+39.4% | $6,843+15.7% | $3,741+111.7% |
| Admin fee / account holder | $19,949 | $6,053+229.6% | $9,312+114.2% | $5,306+275.9% |