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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 | $202,303 | $80,992+149.8% | $96,534+109.6% | $75,173+169.1% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 16.46% | 27.05%-10.6pp | 25.88%-9.4pp | 160.72%-144.3pp |
| Employer contribution / active EE | $12,448 | $2,283+445.3% | $2,965+319.8% | $2,671+366.1% |
| Participant deferral / active EE | $8,145 | $3,929+107.3% | $4,851+67.9% | $4,126+97.4% |
| Admin fee / account holder | $8,483 | $6,717+26.3% | $8,253+2.8% | $5,651+50.1% |