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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 | $195,458 | $65,041+200.5% | $90,965+114.9% | $79,858+144.8% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.0pp |
| Annual return | 14.98% | 30.45%-15.5pp | 134.57%-119.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $4,667 | $1,247+274.2% | $2,122+119.9% | $2,471+88.9% |
| Participant deferral / active EE | $5,299 | $2,512+110.9% | $3,373+57.1% | $3,740+41.7% |
| Admin fee / account holder | $1,672 | $4,536-63.1% | $5,960-71.9% | $5,306-68.5% |