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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 | $185,824 | $77,896+138.6% | $134,172+38.5% | $82,448+125.4% |
| Participation rate | 92.2% | 62.8%+29.4pp | 72.5%+19.7pp | 68.1%+24.1pp |
| Annual return | 14.74% | 18.21%-3.5pp | 25.30%-10.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,990 | $2,159+177.4% | $3,420+75.1% | $2,551+134.8% |
| Participant deferral / active EE | $3,836 | $3,162+21.3% | $4,690-18.2% | $4,139-7.3% |
| Admin fee / account holder | $4,394 | $6,336-30.7% | $12,016-63.4% | $7,234-39.3% |