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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 | $136,623 | $80,992+68.7% | $96,534+41.5% | $75,173+81.7% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 16.54% | 27.05%-10.5pp | 25.88%-9.3pp | 160.72%-144.2pp |
| Employer contribution / active EE | $6,433 | $2,283+181.8% | $2,965+116.9% | $2,671+140.8% |
| Participant deferral / active EE | $5,382 | $3,929+37.0% | $4,851+10.9% | $4,126+30.4% |
| Admin fee / account holder | $3,211 | $6,717-52.2% | $8,253-61.1% | $5,651-43.2% |