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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 | $160,744 | $98,766+62.8% | $149,730+7.4% | $79,852+101.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.5pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,197 | $3,217-31.7% | $4,645-52.7% | $2,471-11.1% |
| Participant deferral / active EE | $11,615 | $5,681+104.4% | $6,843+69.7% | $3,740+210.5% |
| Admin fee / account holder | $8,397 | $6,052+38.7% | $9,310-9.8% | $5,306+58.2% |