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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 | $208,952 | $77,920+168.2% | $149,723+39.6% | $75,177+177.9% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 18.30% | 31.72%-13.4pp | 134.50%-116.2pp | 160.75%-142.4pp |
| Employer contribution / active EE | $4,620 | $3,138+47.2% | $4,821-4.2% | $2,671+73.0% |
| Participant deferral / active EE | $5,591 | $3,411+63.9% | $5,682-1.6% | $4,126+35.5% |
| Admin fee / account holder | $2,662 | $5,951-55.3% | $13,215-79.9% | $5,651-52.9% |