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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 | $194,846 | $77,164+152.5% | $178,014+9.5% | $80,874+140.9% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.6%+27.4pp |
| Annual return | 10.73% | 18.09%-7.4pp | 294.80%-284.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,073 | $2,288+34.3% | $3,950-22.2% | $2,756+11.5% |
| Participant deferral / active EE | $5,281 | $4,408+19.8% | $6,276-15.9% | $4,297+22.9% |
| Admin fee / account holder | $2,720 | $7,164-62.0% | $10,362-73.7% | $6,935-60.8% |