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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 | $237,825 | $87,132+172.9% | $105,624+125.2% | $80,959+193.8% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.3%+11.8pp | 67.7%+19.4pp |
| Annual return | 14.58% | 17.03%-2.4pp | 116.20%-101.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,336 | $2,397+122.6% | $3,168+68.4% | $2,757+93.5% |
| Participant deferral / active EE | $10,103 | $3,985+153.5% | $5,013+101.5% | $4,300+134.9% |
| Admin fee / account holder | $4,517 | $8,449-46.5% | $10,961-58.8% | $6,925-34.8% |