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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 | $247,544 | $81,233+204.7% | $155,567+59.1% | $80,874+206.1% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.6%+6.3pp |
| Annual return | 13.00% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $5,072 | $3,101+63.6% | $4,674+8.5% | $2,756+84.1% |
| Participant deferral / active EE | $3,220 | $3,452-6.7% | $5,628-42.8% | $4,297-25.1% |
| Admin fee / account holder | $4,538 | $7,998-43.3% | $15,916-71.5% | $6,935-34.6% |