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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 | $172,442 | $54,763+214.9% | $90,324+90.9% | $72,976+136.3% |
| Participation rate | 98.0% | 65.2%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 21.34% | 30.63%-9.3pp | 78.15%-56.8pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,483 | $2,093+18.6% | $2,856-13.0% | $2,440+1.8% |
| Participant deferral / active EE | $9,360 | $2,887+224.2% | $3,885+140.9% | $3,608+159.4% |
| Admin fee / account holder | $677 | $3,973-83.0% | $5,356-87.4% | $5,124-86.8% |