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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 | $192,176 | $80,992+137.3% | $96,534+99.1% | $75,173+155.6% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 25.43% | 27.05%-1.6pp | 25.88%-0.5pp | 160.72%-135.3pp |
| Employer contribution / active EE | $9,192 | $2,283+302.7% | $2,965+210.0% | $2,671+244.2% |
| Participant deferral / active EE | $8,195 | $3,929+108.6% | $4,851+68.9% | $4,126+98.6% |
| Admin fee / account holder | $2,537 | $6,717-62.2% | $8,253-69.3% | $5,651-55.1% |