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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 | $195,240 | $80,985+141.1% | $96,576+102.2% | $75,181+159.7% |
| Participation rate | 97.2% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 18.87% | 27.05%-8.2pp | 25.87%-7.0pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,468 | $2,282+51.9% | $2,965+17.0% | $2,671+29.8% |
| Participant deferral / active EE | $8,459 | $3,929+115.3% | $4,851+74.4% | $4,126+105.0% |
| Admin fee / account holder | $3,597 | $6,719-46.5% | $8,253-56.4% | $5,650-36.3% |