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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 | $225,069 | $72,492+210.5% | $87,102+158.4% | $72,983+208.4% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 16.00% | 24.46%-8.5pp | 28.19%-12.2pp | 81.01%-65.0pp |
| Employer contribution / active EE | $14,516 | $1,894+666.5% | $2,521+475.7% | $2,440+494.9% |
| Participant deferral / active EE | $3,349 | $3,270+2.4% | $4,048-17.3% | $3,608-7.2% |
| Admin fee / account holder | $3,333 | $5,055-34.1% | $7,491-55.5% | $5,124-34.9% |