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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 | $222,546 | $93,617+137.7% | $135,982+63.7% | $75,177+196.0% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 18.80% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,578 | $3,538-27.1% | $4,859-46.9% | $2,671-3.5% |
| Participant deferral / active EE | $5,169 | $6,406-19.3% | $7,760-33.4% | $4,126+25.3% |
| Admin fee / account holder | $25,607 | $6,980+266.9% | $10,767+137.8% | $5,651+353.1% |