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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 | $190,219 | $89,652+112.2% | $141,197+34.7% | $65,186+191.8% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.5%+14.8pp | 70.2%+27.1pp |
| Annual return | 25.84% | 32.79%-7.0pp | 71.41%-45.6pp | 29.39%-3.5pp |
| Employer contribution / active EE | $5,783 | $3,065+88.7% | $4,736+22.1% | $2,177+165.6% |
| Participant deferral / active EE | $7,371 | $5,691+29.5% | $6,710+9.9% | $3,514+109.8% |
| Admin fee / account holder | $3,907 | $569+587.2% | $10,265-61.9% | $847+361.1% |