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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 | $235,530 | $106,749+120.6% | $145,433+62.0% | $82,448+185.7% |
| Participation rate | 78.3% | 75.6%+2.6pp | 82.1%-3.9pp | 68.1%+10.2pp |
| Annual return | 16.94% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,935 | $3,444+14.2% | $4,554-13.6% | $2,551+54.3% |
| Participant deferral / active EE | $10,438 | $6,519+60.1% | $7,897+32.2% | $4,139+152.2% |
| Admin fee / account holder | $22,562 | $8,390+168.9% | $13,129+71.8% | $7,234+211.9% |