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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 | $197,675 | $108,825+81.6% | $156,181+26.6% | $82,448+139.8% |
| Participation rate | 95.2% | 72.4%+22.9pp | 78.8%+16.4pp | 68.1%+27.2pp |
| Annual return | 21.17% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,410 | $2,870-16.0% | $4,294-43.9% | $2,551-5.5% |
| Participant deferral / active EE | $10,548 | $4,577+130.4% | $6,132+72.0% | $4,139+154.8% |
| Admin fee / account holder | $4,234 | $9,341-54.7% | $14,586-71.0% | $7,234-41.5% |