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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 | $196,443 | $80,983+142.6% | $96,544+103.5% | $75,177+161.3% |
| Participation rate | 74.6% | 71.8%+2.8pp | 76.0%-1.4pp | 67.2%+7.4pp |
| Annual return | 19.69% | 27.05%-7.4pp | 25.88%-6.2pp | 160.75%-141.1pp |
| Employer contribution / active EE | $3,980 | $2,282+74.4% | $2,966+34.2% | $2,671+49.0% |
| Participant deferral / active EE | $7,956 | $3,929+102.5% | $4,851+64.0% | $4,126+92.8% |
| Admin fee / account holder | $2,899 | $6,717-56.8% | $8,254-64.9% | $5,651-48.7% |