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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 | $197,544 | $86,940+127.2% | $102,434+92.9% | $80,935+144.1% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 11.91% | 18.89%-7.0pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $5,525 | $2,370+133.1% | $3,023+82.7% | $2,757+100.4% |
| Participant deferral / active EE | $5,045 | $4,121+22.4% | $5,055-0.2% | $4,299+17.3% |
| Admin fee / account holder | $4,066 | $8,047-49.5% | $9,462-57.0% | $6,924-41.3% |