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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 | $87,059+173.2% | $105,608+125.2% | $80,925+193.9% |
| Participation rate | 87.1% | 70.4%+16.6pp | 75.3%+11.8pp | 67.7%+19.4pp |
| Annual return | 14.58% | 17.05%-2.5pp | 116.50%-101.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $5,336 | $2,396+122.7% | $3,167+68.5% | $2,756+93.6% |
| Participant deferral / active EE | $10,103 | $3,986+153.5% | $5,010+101.7% | $4,299+135.0% |
| Admin fee / account holder | $4,517 | $8,443-46.5% | $11,028-59.0% | $6,940-34.9% |