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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 | $189,115 | $73,988+155.6% | $96,538+95.9% | $75,177+151.6% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 15.86% | 26.73%-10.9pp | 35.74%-19.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,309 | $2,930+12.9% | $3,740-11.5% | $2,671+23.9% |
| Participant deferral / active EE | $4,840 | $3,660+32.2% | $4,880-0.8% | $4,126+17.3% |
| Admin fee / account holder | $7,103 | $5,220+36.1% | $6,737+5.4% | $5,651+25.7% |