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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 | $199,102 | $89,364+122.8% | $141,177+41.0% | $72,983+172.8% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 20.37% | 111.86%-91.5pp | 71.40%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,853 | $3,115-8.4% | $4,736-39.8% | $2,440+16.9% |
| Participant deferral / active EE | $8,485 | $5,419+56.6% | $6,710+26.5% | $3,608+135.2% |
| Admin fee / account holder | $6,456 | $5,959+8.4% | $10,263-37.1% | $5,124+26.0% |