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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 | $197,771 | $88,672+123.0% | $105,223+88.0% | $82,448+139.9% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,418 | $3,048+12.2% | $3,689-7.3% | $2,551+34.0% |
| Participant deferral / active EE | $9,442 | $4,036+134.0% | $5,072+86.2% | $4,139+128.1% |
| Admin fee / account holder | $46,538 | $7,146+551.2% | $8,859+425.3% | $7,234+543.3% |