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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 | $186,077 | $80,992+129.7% | $96,534+92.8% | $75,173+147.5% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 19.00% | 27.05%-8.1pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,841 | $2,283+68.2% | $2,965+29.5% | $2,671+43.8% |
| Participant deferral / active EE | $5,843 | $3,929+48.7% | $4,851+20.5% | $4,126+41.6% |
| Admin fee / account holder | $1,690 | $6,717-74.8% | $8,253-79.5% | $5,651-70.1% |