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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 | $197,723 | $117,746+67.9% | $256,809-23.0% | $69,733+183.5% |
| Participation rate | 93.3% | 77.1%+16.2pp | 88.5%+4.7pp | 62.5%+30.8pp |
| Annual return | 14.11% | 18.13%-4.0pp | 32.73%-18.6pp | 15.22%-1.1pp |
| Employer contribution / active EE | $4,385 | $4,123+6.4% | $7,263-39.6% | $2,250+94.9% |
| Participant deferral / active EE | $5,723 | $5,632+1.6% | $9,520-39.9% | $3,054+87.4% |
| Admin fee / account holder | $21,499 | $4,334+396.1% | $25,146-14.5% | $3,102+593.1% |