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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 | $217,232 | $95,406+127.7% | $185,849+16.9% | $85,847+153.0% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 13.00% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $3,050 | $3,314-8.0% | $5,169-41.0% | $2,565+18.9% |
| Participant deferral / active EE | $9,859 | $3,424+188.0% | $5,569+77.0% | $3,952+149.5% |
| Admin fee / account holder | $1,046 | $7,214-85.5% | $16,244-93.6% | $6,261-83.3% |