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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 | $183,111 | $81,446+124.8% | $103,374+77.1% | $80,874+126.4% |
| Participation rate | 95.2% | 66.9%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 15.50% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $4,383 | $3,107+41.1% | $3,869+13.3% | $2,756+59.0% |
| Participant deferral / active EE | $5,850 | $3,870+51.2% | $5,058+15.7% | $4,297+36.1% |
| Admin fee / account holder | $16,138 | $6,715+140.3% | $8,394+92.3% | $6,935+132.7% |