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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 | $222,811 | $77,901+186.0% | $149,717+48.8% | $75,181+196.4% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 16.28% | 31.73%-15.4pp | 134.41%-118.1pp | 160.69%-144.4pp |
| Employer contribution / active EE | $3,661 | $3,137+16.7% | $4,820-24.0% | $2,671+37.1% |
| Participant deferral / active EE | $3,548 | $3,411+4.0% | $5,682-37.6% | $4,126-14.0% |
| Admin fee / account holder | $943 | $5,949-84.1% | $13,213-92.9% | $5,650-83.3% |