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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 | $123,566 | $51,638+139.3% | $68,368+80.7% | $82,448+49.9% |
| Participation rate | 97.2% | 63.6%+33.6pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 17.20% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,606 | $2,047+27.3% | $2,649-1.6% | $2,551+2.2% |
| Participant deferral / active EE | $7,788 | $2,914+167.3% | $4,123+88.9% | $4,139+88.1% |
| Admin fee / account holder | $18,886 | $4,643+306.7% | $5,150+266.7% | $7,234+161.1% |