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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 | $217,273 | $81,476+166.7% | $102,383+112.2% | $80,925+168.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 19.58% | 25.59%-6.0pp | 24.94%-5.4pp | 35.65%-16.1pp |
| Employer contribution / active EE | $5,906 | $3,105+90.2% | $3,870+52.6% | $2,756+114.3% |
| Participant deferral / active EE | $9,002 | $3,871+132.5% | $5,060+77.9% | $4,299+109.4% |
| Admin fee / account holder | $2,720 | $6,717-59.5% | $8,391-67.6% | $6,940-60.8% |