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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 | $177,353 | $78,670+125.4% | $109,173+62.5% | $85,847+106.6% |
| Participation rate | 98.6% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.3pp |
| Annual return | 15.05% | 25.09%-10.0pp | 25.75%-10.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $4,454 | $2,734+62.9% | $3,723+19.6% | $2,565+73.6% |
| Participant deferral / active EE | $10,766 | $3,467+210.5% | $4,654+131.3% | $3,952+172.4% |
| Admin fee / account holder | $16,801 | $5,469+207.2% | $6,755+148.7% | $6,261+168.4% |