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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 | $78,690+192.2% | $161,489+42.4% | $87,485+162.8% |
| Participation rate | 82.1% | 67.5%+14.7pp | 78.7%+3.4pp | 68.9%+13.2pp |
| Annual return | 16.59% | 32.74%-16.2pp | 89.72%-73.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,703 | $2,588+43.1% | $4,268-13.3% | $2,596+42.6% |
| Participant deferral / active EE | $8,156 | $3,311+146.4% | $5,630+44.9% | $4,274+90.9% |
| Admin fee / account holder | $14,305 | $6,724+112.8% | $16,006-10.6% | $7,775+84.0% |