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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 | $208,880 | $43,496+380.2% | $161,489+29.3% | $64,340+224.7% |
| Participation rate | 86.4% | 53.5%+32.8pp | 78.7%+7.7pp | 55.2%+31.1pp |
| Annual return | 16.85% | 20.76%-3.9pp | 89.72%-72.9pp | 24.14%-7.3pp |
| Employer contribution / active EE | $5,650 | $1,431+294.9% | $4,268+32.4% | $1,862+203.5% |
| Participant deferral / active EE | $5,789 | $1,996+190.1% | $5,630+2.8% | $2,980+94.3% |
| Admin fee / account holder | $2,710 | $2,330+16.3% | $16,006-83.1% | $3,703-26.8% |