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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 | $223,234 | $93,598+138.5% | $135,974+64.2% | $75,173+197.0% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.2pp |
| Annual return | 16.97% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $5,937 | $3,538+67.8% | $4,859+22.2% | $2,671+122.3% |
| Participant deferral / active EE | $13,977 | $6,405+118.2% | $7,760+80.1% | $4,126+238.7% |
| Admin fee / account holder | $4,812 | $6,978-31.0% | $10,767-55.3% | $5,651-14.8% |