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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 | $218,114 | $81,358+168.1% | $155,556+40.2% | $80,959+169.4% |
| Participation rate | 85.0% | 66.3%+18.7pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 14.52% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $946 | $3,106-69.6% | $4,675-79.8% | $2,757-65.7% |
| Participant deferral / active EE | $7,040 | $3,455+103.7% | $5,631+25.0% | $4,300+63.7% |
| Admin fee / account holder | $18,876 | $7,994+136.1% | $15,885+18.8% | $6,925+172.6% |