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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 | $195,874 | $81,358+140.8% | $155,556+25.9% | $80,959+141.9% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 10.83% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,181 | $3,106-29.8% | $4,675-53.4% | $2,757-20.9% |
| Participant deferral / active EE | $8,179 | $3,455+136.7% | $5,631+45.3% | $4,300+90.2% |
| Admin fee / account holder | $3,928 | $7,994-50.9% | $15,885-75.3% | $6,925-43.3% |