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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 | $242,613 | $99,875+142.9% | $146,866+65.2% | $86,983+178.9% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.5%+15.6pp |
| Annual return | 15.34% | 28.10%-12.8pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,624 | $3,224-49.6% | $4,425-63.3% | $2,584-37.2% |
| Participant deferral / active EE | $11,565 | $6,322+82.9% | $7,759+49.0% | $4,194+175.8% |
| Admin fee / account holder | $11,585 | $7,838+47.8% | $13,620-14.9% | $7,856+47.5% |