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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 | $198,977 | $93,589+112.6% | $135,942+46.4% | $75,181+164.7% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 21.09% | 30.90%-9.8pp | 68.28%-47.2pp | 160.69%-139.6pp |
| Employer contribution / active EE | $5,541 | $3,537+56.6% | $4,858+14.1% | $2,671+107.5% |
| Participant deferral / active EE | $5,089 | $6,405-20.6% | $7,759-34.4% | $4,126+23.3% |
| Admin fee / account holder | $2,585 | $6,977-63.0% | $10,764-76.0% | $5,650-54.3% |