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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 | $203,723 | $95,406+113.5% | $185,849+9.6% | $85,847+137.3% |
| Participation rate | 79.2% | 68.8%+10.5pp | 81.7%-2.5pp | 69.3%+9.9pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $3,661 | $3,314+10.5% | $5,169-29.2% | $2,565+42.7% |
| Participant deferral / active EE | $1,371 | $3,424-59.9% | $5,569-75.4% | $3,952-65.3% |
| Admin fee / account holder | $17,791 | $7,214+146.6% | $16,244+9.5% | $6,261+184.2% |