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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 | $183,560 | $72,486+153.2% | $87,103+110.7% | $72,976+151.5% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 20.74% | 24.46%-3.7pp | 28.19%-7.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,884 | $1,894+52.3% | $2,521+14.4% | $2,440+18.2% |
| Participant deferral / active EE | $5,229 | $3,270+59.9% | $4,049+29.2% | $3,608+44.9% |
| Admin fee / account holder | $28,263 | $5,055+459.2% | $7,491+277.3% | $5,124+451.6% |