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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 | $194,022 | $80,983+139.6% | $96,544+101.0% | $75,177+158.1% |
| Participation rate | 87.1% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.9pp |
| Annual return | 14.67% | 27.05%-12.4pp | 25.88%-11.2pp | 160.75%-146.1pp |
| Employer contribution / active EE | $4,945 | $2,282+116.7% | $2,966+66.7% | $2,671+85.1% |
| Participant deferral / active EE | $10,509 | $3,929+167.5% | $4,851+116.6% | $4,126+154.7% |
| Admin fee / account holder | $20,245 | $6,717+201.4% | $8,254+145.3% | $5,651+258.2% |