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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 | $143,900 | $67,602+112.9% | $82,312+74.8% | $70,126+105.2% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 17.07% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,284 | $1,755+30.2% | $2,428-5.9% | $2,343-2.5% |
| Participant deferral / active EE | $5,585 | $2,987+87.0% | $3,706+50.7% | $3,332+67.6% |
| Admin fee / account holder | $27,468 | $4,512+508.8% | $5,608+389.8% | $4,645+491.3% |