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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 | $198,298 | $93,589+111.9% | $135,942+45.9% | $75,181+163.8% |
| Participation rate | 92.6% | 75.2%+17.5pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 22.84% | 30.90%-8.1pp | 68.28%-45.4pp | 160.69%-137.8pp |
| Employer contribution / active EE | $4,089 | $3,537+15.6% | $4,858-15.8% | $2,671+53.1% |
| Participant deferral / active EE | $9,086 | $6,405+41.8% | $7,759+17.1% | $4,126+120.2% |
| Admin fee / account holder | $5,359 | $6,977-23.2% | $10,764-50.2% | $5,650-5.1% |