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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 | $81,276+168.4% | $155,574+40.2% | $80,925+169.5% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 14.52% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $946 | $3,103-69.5% | $4,676-79.8% | $2,756-65.7% |
| Participant deferral / active EE | $7,040 | $3,453+103.9% | $5,629+25.1% | $4,299+63.8% |
| Admin fee / account holder | $18,876 | $7,993+136.1% | $15,914+18.6% | $6,940+172.0% |