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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 | $181,974 | $75,541+140.9% | $152,093+19.6% | $82,637+120.2% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 15.54% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $8,999 | $2,622+243.2% | $4,175+115.6% | $2,552+252.6% |
| Participant deferral / active EE | $3,370 | $3,206+5.1% | $5,451-38.2% | $4,126-18.3% |
| Admin fee / account holder | $5,323 | $6,405-16.9% | $14,497-63.3% | $7,339-27.5% |