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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 | $204,123 | $77,472+163.5% | $100,392+103.3% | $80,935+152.2% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.7%+29.1pp |
| Annual return | 17.23% | 37.26%-20.0pp | 49.45%-32.2pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,615 | $2,800-6.6% | $3,941-33.6% | $2,757-5.1% |
| Participant deferral / active EE | $5,332 | $6,818-21.8% | $8,090-34.1% | $4,299+24.0% |
| Admin fee / account holder | $43,535 | $5,885+639.8% | $7,904+450.8% | $6,924+528.7% |