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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 | $240,874 | $106,749+125.6% | $145,433+65.6% | $82,448+192.2% |
| Participation rate | 79.6% | 75.6%+3.9pp | 82.1%-2.5pp | 68.1%+11.5pp |
| Annual return | 18.35% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,609 | $3,444+33.8% | $4,554+1.2% | $2,551+80.7% |
| Participant deferral / active EE | $9,549 | $6,519+46.5% | $7,897+20.9% | $4,139+130.7% |
| Admin fee / account holder | $23,660 | $8,390+182.0% | $13,129+80.2% | $7,234+227.1% |