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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 | $205,167 | $77,901+163.4% | $149,717+37.0% | $75,181+172.9% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 16.91% | 31.73%-14.8pp | 134.41%-117.5pp | 160.69%-143.8pp |
| Employer contribution / active EE | $4,884 | $3,137+55.7% | $4,820+1.3% | $2,671+82.9% |
| Participant deferral / active EE | $5,235 | $3,411+53.5% | $5,682-7.9% | $4,126+26.9% |
| Admin fee / account holder | $1,119 | $5,949-81.2% | $13,213-91.5% | $5,650-80.2% |