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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 | $203,960 | $73,978+175.7% | $96,515+111.3% | $75,173+171.3% |
| Participation rate | 95.6% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 24.87% | 26.72%-1.9pp | 35.73%-10.9pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,702 | $2,931-41.9% | $3,740-54.5% | $2,671-36.3% |
| Participant deferral / active EE | $11,825 | $3,660+223.1% | $4,880+142.3% | $4,126+186.6% |
| Admin fee / account holder | $6,307 | $5,219+20.8% | $6,735-6.4% | $5,651+11.6% |