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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 | $201,900 | $91,198+121.4% | $178,503+13.1% | $79,856+152.8% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 12.36% | 24.20%-11.8pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,801 | $3,257+47.4% | $5,011-4.2% | $2,471+94.3% |
| Participant deferral / active EE | $3,531 | $3,237+9.1% | $5,202-32.1% | $3,741-5.6% |
| Admin fee / account holder | $17,805 | $6,748+163.9% | $13,987+27.3% | $5,306+235.5% |