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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 | $81,358+204.3% | $155,556+59.1% | $80,959+205.8% |
| Participation rate | 73.9% | 66.3%+7.6pp | 78.2%-4.3pp | 67.7%+6.2pp |
| Annual return | 13.00% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,072 | $3,106+63.3% | $4,675+8.5% | $2,757+84.0% |
| Participant deferral / active EE | $3,220 | $3,455-6.8% | $5,631-42.8% | $4,300-25.1% |
| Admin fee / account holder | $4,538 | $7,994-43.2% | $15,885-71.4% | $6,925-34.5% |