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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 | $196,970 | $81,358+142.1% | $155,556+26.6% | $80,959+143.3% |
| Participation rate | 94.0% | 66.3%+27.8pp | 78.2%+15.8pp | 67.7%+26.4pp |
| Annual return | 16.41% | 33.39%-17.0pp | 64.84%-48.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,830 | $3,106+55.5% | $4,675+3.3% | $2,757+75.2% |
| Participant deferral / active EE | $4,208 | $3,455+21.8% | $5,631-25.3% | $4,300-2.2% |
| Admin fee / account holder | $27,182 | $7,994+240.0% | $15,885+71.1% | $6,925+292.5% |