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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 | $219,225 | $86,949+152.1% | $102,460+114.0% | $80,959+170.8% |
| Participation rate | 79.5% | 72.4%+7.1pp | 76.5%+3.0pp | 67.7%+11.8pp |
| Annual return | 12.64% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,753 | $2,370+142.8% | $3,025+90.2% | $2,757+108.7% |
| Participant deferral / active EE | $3,921 | $4,121-4.8% | $5,056-22.4% | $4,300-8.8% |
| Admin fee / account holder | $12,411 | $8,048+54.2% | $9,460+31.2% | $6,925+79.2% |