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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 | $191,532 | $51,222+273.9% | $70,544+171.5% | $75,173+154.8% |
| Participation rate | 97.9% | 61.0%+36.9pp | 68.4%+29.5pp | 67.2%+30.7pp |
| Annual return | 22.06% | 30.06%-8.0pp | 32.79%-10.7pp | 160.72%-138.7pp |
| Employer contribution / active EE | $3,994 | $1,827+118.6% | $2,976+34.2% | $2,671+49.5% |
| Participant deferral / active EE | $11,047 | $2,850+287.6% | $4,568+141.8% | $4,126+167.7% |
| Admin fee / account holder | $9,960 | $4,096+143.2% | $6,427+55.0% | $5,651+76.3% |