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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 | $186,745 | $46,599+300.7% | $64,101+191.3% | $75,173+148.4% |
| Participation rate | 93.2% | 65.9%+27.2pp | 72.3%+20.9pp | 67.2%+26.0pp |
| Annual return | 14.92% | 26.06%-11.1pp | 33.72%-18.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $10,060 | $1,975+409.3% | $2,749+266.0% | $2,671+276.7% |
| Participant deferral / active EE | $8,198 | $2,837+189.0% | $3,881+111.2% | $4,126+98.7% |
| Admin fee / account holder | $2,475 | $2,956-16.3% | $3,070-19.4% | $5,651-56.2% |