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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 | $198,279 | $93,598+111.8% | $135,974+45.8% | $75,173+163.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.06% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.7pp |
| Employer contribution / active EE | $4,116 | $3,538+16.3% | $4,859-15.3% | $2,671+54.1% |
| Participant deferral / active EE | $5,338 | $6,405-16.7% | $7,760-31.2% | $4,126+29.4% |
| Admin fee / account holder | $2,130 | $6,978-69.5% | $10,767-80.2% | $5,651-62.3% |