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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 | $235,111 | $146,267+60.7% | $197,124+19.3% | $82,448+185.2% |
| Participation rate | 89.2% | 84.0%+5.2pp | 86.7%+2.5pp | 68.1%+21.1pp |
| Annual return | 16.71% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $8,850 | $4,723+87.4% | $6,227+42.1% | $2,551+246.9% |
| Participant deferral / active EE | $16,972 | $7,035+141.3% | $9,135+85.8% | $4,139+310.0% |
| Admin fee / account holder | $4,013 | $14,422-72.2% | $16,298-75.4% | $7,234-44.5% |