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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 | $236,996 | $95,415+148.4% | $185,851+27.5% | $85,851+176.1% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 15.07% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.6pp |
| Employer contribution / active EE | $3,542 | $3,314+6.9% | $5,168-31.5% | $2,565+38.1% |
| Participant deferral / active EE | $3,394 | $3,424-0.9% | $5,569-39.1% | $3,952-14.1% |
| Admin fee / account holder | $5,826 | $7,215-19.3% | $16,245-64.1% | $6,261-7.0% |