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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 | $199,510 | $64,920+207.3% | $103,693+92.4% | $86,983+129.4% |
| Participation rate | 96.2% | 63.6%+32.6pp | 72.6%+23.5pp | 69.5%+26.6pp |
| Annual return | 16.41% | 30.29%-13.9pp | 47.61%-31.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $3,096 | $2,141+44.6% | $2,920+6.0% | $2,584+19.8% |
| Participant deferral / active EE | $8,879 | $3,241+174.0% | $4,579+93.9% | $4,194+111.7% |
| Admin fee / account holder | $29,070 | $6,191+369.5% | $7,858+269.9% | $7,856+270.0% |