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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 | $191,174 | $88,672+115.6% | $105,223+81.7% | $82,448+131.9% |
| Participation rate | 98.7% | 67.9%+30.8pp | 75.0%+23.7pp | 68.1%+30.7pp |
| Annual return | 16.21% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,337 | $3,048+42.3% | $3,689+17.6% | $2,551+70.0% |
| Participant deferral / active EE | $8,286 | $4,036+105.3% | $5,072+63.4% | $4,139+100.2% |
| Admin fee / account holder | $9,873 | $7,146+38.2% | $8,859+11.5% | $7,234+36.5% |