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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 | $206,072 | $72,273+185.1% | $101,275+103.5% | $79,856+158.1% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 16.89% | 22.30%-5.4pp | 46.48%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,048 | $2,691+13.3% | $3,660-16.7% | $2,471+23.3% |
| Participant deferral / active EE | $2,965 | $3,282-9.7% | $4,371-32.2% | $3,741-20.7% |
| Admin fee / account holder | $2,638 | $4,401-40.1% | $5,948-55.7% | $5,306-50.3% |