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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 | $198,291 | $59,115+235.4% | $77,175+156.9% | $75,173+163.8% |
| Participation rate | 88.9% | 63.8%+25.0pp | 69.6%+19.3pp | 67.2%+21.7pp |
| Annual return | 18.32% | 26.71%-8.4pp | 37.88%-19.6pp | 160.65%-142.3pp |
| Employer contribution / active EE | $3,100 | $1,995+55.4% | $2,533+22.4% | $2,670+16.1% |
| Participant deferral / active EE | $8,746 | $2,998+191.7% | $3,832+128.2% | $4,126+112.0% |
| Admin fee / account holder | $11,873 | $4,776+148.6% | $5,474+116.9% | $5,651+110.1% |