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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 | $159,031 | $80,985+96.4% | $96,576+64.7% | $75,181+111.5% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 15.26% | 27.05%-11.8pp | 25.87%-10.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $1,967 | $2,282-13.8% | $2,965-33.7% | $2,671-26.4% |
| Participant deferral / active EE | $4,394 | $3,929+11.8% | $4,851-9.4% | $4,126+6.5% |
| Admin fee / account holder | $18,189 | $6,719+170.7% | $8,253+120.4% | $5,650+221.9% |