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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 | $128,603+53.7% | $197,124+0.3% | $67,986+190.8% |
| Participation rate | 93.3% | 81.7%+11.6pp | 86.7%+6.6pp | 57.2%+36.1pp |
| Annual return | 14.11% | 23.77%-9.7pp | 44.34%-30.2pp | 31.67%-17.6pp |
| Employer contribution / active EE | $4,385 | $4,379+0.1% | $6,227-29.6% | $2,019+117.2% |
| Participant deferral / active EE | $5,723 | $6,840-16.3% | $9,135-37.4% | $3,358+70.4% |
| Admin fee / account holder | $21,499 | $3,035+608.4% | $16,298+31.9% | $3,203+571.2% |