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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 | $201,383 | $73,787+172.9% | $98,716+104.0% | $82,448+144.3% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.3%+21.3pp | 68.1%+22.6pp |
| Annual return | 20.37% | 18.57%+1.8pp | 31.81%-11.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $5,587 | $1,511+269.7% | $2,279+145.2% | $2,551+119.0% |
| Participant deferral / active EE | $3,078 | $3,081-0.1% | $4,048-24.0% | $4,139-25.6% |
| Admin fee / account holder | $8,728 | $6,500+34.3% | $8,703+0.3% | $7,234+20.6% |