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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 | $205,123 | $87,733+133.8% | $106,555+92.5% | $85,847+138.9% |
| Participation rate | 97.9% | 71.9%+25.9pp | 76.1%+21.7pp | 69.3%+28.6pp |
| Annual return | 12.11% | 21.86%-9.7pp | 26.80%-14.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $2,435 | $2,073+17.5% | $2,819-13.6% | $2,565-5.1% |
| Participant deferral / active EE | $7,295 | $3,469+110.3% | $4,399+65.8% | $3,952+84.6% |
| Admin fee / account holder | $9,670 | $6,767+42.9% | $7,408+30.5% | $6,261+54.5% |