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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 | $184,335 | $47,848+285.2% | $81,473+126.3% | $70,126+162.9% |
| Participation rate | 97.0% | 58.3%+38.7pp | 68.0%+29.0pp | 69.5%+27.4pp |
| Annual return | 16.74% | 27.25%-10.5pp | 38.78%-22.0pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,033 | $1,527+33.1% | $2,568-20.8% | $2,343-13.2% |
| Participant deferral / active EE | $5,477 | $2,453+123.3% | $3,537+54.9% | $3,332+64.4% |
| Admin fee / account holder | $3,880 | $3,145+23.4% | $4,561-14.9% | $4,645-16.5% |