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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 | $192,196 | $81,643+135.4% | $70,462+172.8% | $158,950+20.9% |
| Participation rate | 95.5% | 77.7%+17.7pp | 75.1%+20.4pp | 82.0%+13.5pp |
| Annual return | 18.13% | 208.51%-190.4pp | 109.08%-91.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $4,497 | $3,218+39.7% | $2,737+64.3% | $4,762-5.6% |
| Participant deferral / active EE | $11,256 | $4,555+147.1% | $3,710+203.4% | $5,983+88.1% |
| Admin fee / account holder | $3,283 | $6,194-47.0% | $3,845-14.6% | $11,248-70.8% |