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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 | $196,310 | $95,453+105.7% | $112,040+75.2% | $82,448+138.1% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.5%+12.7pp | 68.1%+21.1pp |
| Annual return | 13.33% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $7,016 | $2,318+202.7% | $2,954+137.5% | $2,551+175.0% |
| Participant deferral / active EE | $3,666 | $4,224-13.2% | $5,098-28.1% | $4,139-11.4% |
| Admin fee / account holder | $17,575 | $9,013+95.0% | $12,098+45.3% | $7,234+142.9% |