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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 | $208,489 | $58,493+256.4% | $84,023+148.1% | $72,976+185.7% |
| Participation rate | 97.1% | 61.2%+35.8pp | 69.0%+28.0pp | 69.5%+27.6pp |
| Annual return | 17.57% | 28.93%-11.4pp | 71.32%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $6,295 | $1,163+441.2% | $1,984+217.3% | $2,440+158.0% |
| Participant deferral / active EE | $3,500 | $2,394+46.2% | $3,239+8.1% | $3,608-3.0% |
| Admin fee / account holder | $4,339 | $4,569-5.0% | $6,102-28.9% | $5,124-15.3% |