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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 | $182,945 | $73,988+147.3% | $96,538+89.5% | $75,177+143.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.3%+20.2pp | 67.2%+27.4pp |
| Annual return | 19.55% | 26.73%-7.2pp | 35.74%-16.2pp | 160.75%-141.2pp |
| Employer contribution / active EE | $4,217 | $2,930+43.9% | $3,740+12.7% | $2,671+57.9% |
| Participant deferral / active EE | $7,044 | $3,660+92.4% | $4,880+44.3% | $4,126+70.7% |
| Admin fee / account holder | $23,821 | $5,220+356.4% | $6,737+253.6% | $5,651+321.5% |