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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 | $171,226 | $76,551+123.7% | $123,894+38.2% | $62,881+172.3% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 6.74% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,427 | $2,882-15.8% | $4,617-47.4% | $2,281+6.4% |
| Participant deferral / active EE | $11,129 | $4,840+130.0% | $5,984+86.0% | $3,203+247.5% |
| Admin fee / account holder | $74,807 | $4,826+1450.2% | $8,357+795.1% | $4,296+1641.4% |