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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 | $170,625 | $55,930+205.1% | $76,089+124.2% | $80,925+110.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.1%+28.9pp | 67.7%+30.3pp |
| Annual return | 15.03% | 20.58%-5.5pp | 360.94%-345.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,327 | $1,866+24.7% | $2,690-13.5% | $2,756-15.6% |
| Participant deferral / active EE | $8,399 | $3,051+175.3% | $4,259+97.2% | $4,299+95.4% |
| Admin fee / account holder | $2,660 | $5,241-49.2% | $6,418-58.6% | $6,940-61.7% |