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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 | $195,331 | $80,983+141.2% | $96,544+102.3% | $75,177+159.8% |
| Participation rate | 82.6% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.4pp |
| Annual return | 15.30% | 27.05%-11.8pp | 25.88%-10.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $4,951 | $2,282+116.9% | $2,966+66.9% | $2,671+85.4% |
| Participant deferral / active EE | $8,399 | $3,929+113.8% | $4,851+73.1% | $4,126+103.5% |
| Admin fee / account holder | $53,656 | $6,717+698.9% | $8,254+550.0% | $5,651+849.4% |