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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 | $191,193 | $78,423+143.8% | $95,964+99.2% | $79,856+139.4% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | 11.32% | 19.37%-8.1pp | 91.64%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,749 | $1,945-10.1% | $2,541-31.2% | $2,471-29.2% |
| Participant deferral / active EE | $4,705 | $3,440+36.8% | $4,167+12.9% | $3,741+25.8% |
| Admin fee / account holder | $11,611 | $5,622+106.5% | $6,797+70.8% | $5,306+118.8% |