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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 | $229,918 | $76,407+200.9% | $150,298+53.0% | $82,448+178.9% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 16.59% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,703 | $2,614+41.6% | $4,154-10.9% | $2,551+45.1% |
| Participant deferral / active EE | $8,156 | $3,214+153.7% | $5,453+49.6% | $4,139+97.0% |
| Admin fee / account holder | $14,305 | $6,352+125.2% | $14,116+1.3% | $7,234+97.7% |