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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 | $189,343 | $93,598+102.3% | $135,974+39.2% | $75,173+151.9% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 16.75% | 30.89%-14.1pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $6,115 | $3,538+72.8% | $4,859+25.9% | $2,671+128.9% |
| Participant deferral / active EE | $6,469 | $6,405+1.0% | $7,760-16.6% | $4,126+56.8% |
| Admin fee / account holder | $6,149 | $6,978-11.9% | $10,767-42.9% | $5,651+8.8% |