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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 | $193,628 | $93,598+106.9% | $135,974+42.4% | $75,173+157.6% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 15.61% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $5,403 | $3,538+52.7% | $4,859+11.2% | $2,671+102.3% |
| Participant deferral / active EE | $11,023 | $6,405+72.1% | $7,760+42.0% | $4,126+167.1% |
| Admin fee / account holder | $2,136 | $6,978-69.4% | $10,767-80.2% | $5,651-62.2% |