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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 | $223,585 | $76,407+192.6% | $150,298+48.8% | $82,448+171.2% |
| Participation rate | 94.9% | 66.4%+28.5pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 19.61% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,864 | $2,614-28.7% | $4,154-55.1% | $2,551-26.9% |
| Participant deferral / active EE | $5,981 | $3,214+86.1% | $5,453+9.7% | $4,139+44.5% |
| Admin fee / account holder | $40,637 | $6,352+539.7% | $14,116+187.9% | $7,234+461.7% |