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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 | $201,639 | $78,690+156.2% | $161,489+24.9% | $87,485+130.5% |
| Participation rate | 96.7% | 67.5%+29.2pp | 78.7%+18.0pp | 68.9%+27.7pp |
| Annual return | 17.83% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $4,015 | $2,588+55.1% | $4,268-5.9% | $2,596+54.7% |
| Participant deferral / active EE | $10,749 | $3,311+224.7% | $5,630+90.9% | $4,274+151.5% |
| Admin fee / account holder | $2,879 | $6,724-57.2% | $16,006-82.0% | $7,775-63.0% |