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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 | $190,150 | $70,684+169.0% | $169,397+12.3% | $75,177+152.9% |
| Participation rate | 97.5% | 64.8%+32.7pp | 77.2%+20.3pp | 67.2%+30.3pp |
| Annual return | 20.05% | 36.38%-16.3pp | 406.23%-386.2pp | 160.75%-140.7pp |
| Employer contribution / active EE | $3,498 | $2,211+58.2% | $4,013-12.8% | $2,671+30.9% |
| Participant deferral / active EE | $4,014 | $4,310-6.9% | $6,223-35.5% | $4,126-2.7% |
| Admin fee / account holder | $8,673 | $5,404+60.5% | $9,017-3.8% | $5,651+53.5% |