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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 | $198,070 | $78,670+151.8% | $109,173+81.4% | $85,847+130.7% |
| Participation rate | 97.9% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.6pp |
| Annual return | 23.71% | 25.09%-1.4pp | 25.75%-2.0pp | 318.61%-294.9pp |
| Employer contribution / active EE | $3,167 | $2,734+15.8% | $3,723-14.9% | $2,565+23.5% |
| Participant deferral / active EE | $5,469 | $3,467+57.7% | $4,654+17.5% | $3,952+38.4% |
| Admin fee / account holder | $2,325 | $5,469-57.5% | $6,755-65.6% | $6,261-62.9% |