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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 | $212,088 | $87,059+143.6% | $105,608+100.8% | $80,925+162.1% |
| Participation rate | 75.9% | 70.4%+5.4pp | 75.3%+0.6pp | 67.7%+8.2pp |
| Annual return | 13.98% | 17.05%-3.1pp | 116.50%-102.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,115 | $2,396+30.0% | $3,167-1.7% | $2,756+13.0% |
| Participant deferral / active EE | $5,780 | $3,986+45.0% | $5,010+15.4% | $4,299+34.5% |
| Admin fee / account holder | $53,791 | $8,443+537.1% | $11,028+387.8% | $6,940+675.1% |