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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 | $191,396 | $78,682+143.3% | $109,188+75.3% | $85,851+122.9% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.3pp |
| Annual return | 16.10% | 25.09%-9.0pp | 25.76%-9.7pp | 318.63%-302.5pp |
| Employer contribution / active EE | $3,712 | $2,734+35.8% | $3,723-0.3% | $2,565+44.7% |
| Participant deferral / active EE | $6,895 | $3,468+98.8% | $4,654+48.2% | $3,952+74.5% |
| Admin fee / account holder | $17,362 | $5,470+217.4% | $6,755+157.0% | $6,261+177.3% |