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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 | $199,592 | $75,807+163.3% | $116,096+71.9% | $86,983+129.5% |
| Participation rate | 97.7% | 66.9%+30.8pp | 73.3%+24.4pp | 69.5%+28.1pp |
| Annual return | 18.52% | 18.57%0pp | 326.25%-307.7pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,319 | $1,892+22.6% | $2,503-7.4% | $2,584-10.3% |
| Participant deferral / active EE | $13,247 | $3,212+312.5% | $3,952+235.2% | $4,194+215.9% |
| Admin fee / account holder | $23,681 | $6,659+255.6% | $7,704+207.4% | $7,856+201.4% |