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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 | $195,402 | $72,607+169.1% | $90,259+116.5% | $87,485+123.4% |
| Participation rate | 86.4% | 64.8%+21.6pp | 70.7%+15.6pp | 68.9%+17.4pp |
| Annual return | 16.22% | 18.59%-2.4pp | 18.88%-2.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,295 | $1,919+123.7% | $2,291+87.4% | $2,596+65.4% |
| Participant deferral / active EE | $4,374 | $3,055+43.2% | $3,827+14.3% | $4,274+2.4% |
| Admin fee / account holder | $25,057 | $5,947+321.4% | $7,267+244.8% | $7,775+222.3% |