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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 | $188,509 | $95,453+97.5% | $112,040+68.3% | $82,448+128.6% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 24.94% | 23.92%+1.0pp | 24.52%+0.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $2,329 | $2,318+0.5% | $2,954-21.2% | $2,551-8.7% |
| Participant deferral / active EE | $4,086 | $4,224-3.3% | $5,098-19.8% | $4,139-1.3% |
| Admin fee / account holder | $53,698 | $9,013+495.8% | $12,098+343.9% | $7,234+642.3% |