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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 | $58,099+241.3% | $76,902+157.8% | $75,177+163.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.6%+19.3pp | 67.2%+21.7pp |
| Annual return | 18.32% | 26.71%-8.4pp | 37.91%-19.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $3,100 | $1,996+55.3% | $2,534+22.3% | $2,671+16.1% |
| Participant deferral / active EE | $8,746 | $2,999+191.6% | $3,833+128.2% | $4,126+112.0% |
| Admin fee / account holder | $11,873 | $4,778+148.5% | $5,479+116.7% | $5,651+110.1% |