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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 | $190,852 | $72,492+163.3% | $87,104+119.1% | $72,975+161.5% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 23.27% | 24.46%-1.2pp | 28.19%-4.9pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,824 | $1,894-3.7% | $2,521-27.7% | $2,440-25.3% |
| Participant deferral / active EE | $6,067 | $3,270+85.6% | $4,048+49.9% | $3,608+68.2% |
| Admin fee / account holder | $21,585 | $5,055+327.0% | $7,491+188.2% | $5,124+321.3% |