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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 | $221,959 | $79,955+177.6% | $98,450+125.5% | $75,181+195.2% |
| Participation rate | 72.2% | 70.4%+1.9pp | 75.2%-2.9pp | 67.2%+5.0pp |
| Annual return | 16.83% | 19.75%-2.9pp | 21.16%-4.3pp | 160.69%-143.9pp |
| Employer contribution / active EE | $3,415 | $2,264+50.9% | $3,049+12.0% | $2,671+27.9% |
| Participant deferral / active EE | $7,488 | $3,752+99.6% | $4,739+58.0% | $4,126+81.5% |
| Admin fee / account holder | $32,764 | $6,841+378.9% | $8,961+265.6% | $5,650+479.9% |