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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 | $203,680 | $80,983+151.5% | $96,544+111.0% | $75,177+170.9% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 14.25% | 27.05%-12.8pp | 25.88%-11.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $6,961 | $2,282+205.0% | $2,966+134.7% | $2,671+160.6% |
| Participant deferral / active EE | $5,394 | $3,929+37.3% | $4,851+11.2% | $4,126+30.7% |
| Admin fee / account holder | $18,024 | $6,717+168.4% | $8,254+118.4% | $5,651+218.9% |