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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 | $226,630 | $90,486+150.5% | $78,676+188.1% | $273,972-17.3% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 5.62% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $19,523 | $3,175+514.9% | $2,850+585.0% | $4,869+301.0% |
| Participant deferral / active EE | $12,731 | $3,901+226.3% | $3,517+262.0% | $5,287+140.8% |
| Admin fee / account holder | $8,388 | $5,263+59.4% | $4,510+86.0% | $10,133-17.2% |