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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 | $152,893 | $65,367+133.9% | $92,915+64.6% | $72,976+109.5% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 18.43% | 42.11%-23.7pp | 109.45%-91.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $3,022 | $2,594+16.5% | $3,653-17.3% | $2,440+23.8% |
| Participant deferral / active EE | $2,705 | $3,128-13.5% | $4,238-36.2% | $3,608-25.0% |
| Admin fee / account holder | $2,784 | $4,251-34.5% | $5,796-52.0% | $5,124-45.7% |