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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 | $196,055 | $101,763+92.7% | $164,866+18.9% | $80,874+142.4% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 18.95% | 16.73%+2.2pp | 69.97%-51.0pp | 35.62%-16.7pp |
| Employer contribution / active EE | $13,166 | $2,954+345.6% | $4,343+203.2% | $2,756+377.8% |
| Participant deferral / active EE | $4,393 | $4,477-1.9% | $6,033-27.2% | $4,297+2.2% |
| Admin fee / account holder | $5,147 | $8,228-37.4% | $12,689-59.4% | $6,935-25.8% |