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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 | $198,640 | $64,359+208.6% | $90,161+120.3% | $70,126+183.3% |
| Participation rate | 96.8% | 70.4%+26.3pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 20.49% | 28.13%-7.6pp | 34.89%-14.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $10,732 | $2,046+424.6% | $3,318+223.4% | $2,343+358.1% |
| Participant deferral / active EE | $2,609 | $4,389-40.6% | $5,287-50.7% | $3,332-21.7% |
| Admin fee / account holder | $3,436 | $3,945-12.9% | $5,943-42.2% | $4,645-26.0% |