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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 | $235,966 | $93,598+152.1% | $135,974+73.5% | $75,173+213.9% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 16.81% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,364 | $3,538-33.2% | $4,859-51.3% | $2,671-11.5% |
| Participant deferral / active EE | $9,555 | $6,405+49.2% | $7,760+23.1% | $4,126+131.6% |
| Admin fee / account holder | $12,184 | $6,978+74.6% | $10,767+13.2% | $5,651+115.6% |