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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 | $209,594 | $77,638+170.0% | $156,551+33.9% | $62,881+233.3% |
| Participation rate | 91.4% | 71.2%+20.2pp | 84.0%+7.4pp | 69.3%+22.1pp |
| Annual return | 8.82% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,363 | $3,444-2.3% | $5,501-38.9% | $2,281+47.5% |
| Participant deferral / active EE | $5,642 | $3,046+85.2% | $4,871+15.8% | $3,203+76.1% |
| Admin fee / account holder | $17,231 | $5,561+209.8% | $13,028+32.3% | $4,296+301.1% |