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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 | $246,203 | $93,589+163.1% | $135,942+81.1% | $75,181+227.5% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 16.23% | 30.90%-14.7pp | 68.28%-52.0pp | 160.69%-144.5pp |
| Employer contribution / active EE | $5,756 | $3,537+62.7% | $4,858+18.5% | $2,671+115.6% |
| Participant deferral / active EE | $4,103 | $6,405-35.9% | $7,759-47.1% | $4,126-0.6% |
| Admin fee / account holder | $11,258 | $6,977+61.4% | $10,764+4.6% | $5,650+99.3% |