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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 | $203,620 | $91,424+122.7% | $135,942+49.8% | $71,495+184.8% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 18.81% | 29.90%-11.1pp | 68.28%-49.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,523 | $3,704-58.9% | $4,858-68.6% | $2,589-41.2% |
| Participant deferral / active EE | $13,154 | $7,092+85.5% | $7,759+69.5% | $4,291+206.6% |
| Admin fee / account holder | $5,998 | $1,266+373.7% | $10,764-44.3% | $1,588+277.8% |