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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 | $184,108 | $89,364+106.0% | $141,177+30.4% | $72,983+152.3% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 25.69% | 111.86%-86.2pp | 71.40%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $3,623 | $3,115+16.3% | $4,736-23.5% | $2,440+48.5% |
| Participant deferral / active EE | $8,039 | $5,419+48.4% | $6,710+19.8% | $3,608+122.9% |
| Admin fee / account holder | $2,279 | $5,959-61.8% | $10,263-77.8% | $5,124-55.5% |