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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 | $189,876 | $79,955+137.5% | $98,450+92.9% | $75,181+152.6% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 18.26% | 19.75%-1.5pp | 21.16%-2.9pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,736 | $2,264-23.3% | $3,049-43.1% | $2,671-35.0% |
| Participant deferral / active EE | $5,845 | $3,752+55.8% | $4,739+23.3% | $4,126+41.7% |
| Admin fee / account holder | $4,220 | $6,841-38.3% | $8,961-52.9% | $5,650-25.3% |