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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 | $181,511 | $84,236+115.5% | $170,435+6.5% | $70,126+158.8% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 14.36% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $3,413 | $3,387+0.8% | $5,432-37.2% | $2,343+45.7% |
| Participant deferral / active EE | $3,177 | $3,086+3.0% | $4,939-35.7% | $3,332-4.6% |
| Admin fee / account holder | $3,942 | $5,698-30.8% | $13,881-71.6% | $4,645-15.1% |