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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 | $114,078 | $73,978+54.2% | $96,515+18.2% | $75,173+51.8% |
| Participation rate | 97.7% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 14.53% | 26.72%-12.2pp | 35.73%-21.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $4,592 | $2,931+56.7% | $3,740+22.8% | $2,671+71.9% |
| Participant deferral / active EE | $11,394 | $3,660+211.3% | $4,880+133.5% | $4,126+176.1% |
| Admin fee / account holder | $20,456 | $5,219+292.0% | $6,735+203.7% | $5,651+262.0% |