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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 | $181,788 | $83,485+117.8% | $125,192+45.2% | $72,975+149.1% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 19.00% | 25.77%-6.8pp | 43.79%-24.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $5,379 | $2,346+129.3% | $3,866+39.1% | $2,440+120.5% |
| Participant deferral / active EE | $5,962 | $3,586+66.3% | $4,937+20.8% | $3,608+65.3% |
| Admin fee / account holder | $21,448 | $5,518+288.7% | $9,704+121.0% | $5,124+318.6% |