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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 | $198,845 | $88,672+124.2% | $105,223+89.0% | $82,448+141.2% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 14.50% | 30.86%-16.4pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,123 | $3,048-63.2% | $3,689-69.6% | $2,551-56.0% |
| Participant deferral / active EE | $5,864 | $4,036+45.3% | $5,072+15.6% | $4,139+41.7% |
| Admin fee / account holder | $5,583 | $7,146-21.9% | $8,859-37.0% | $7,234-22.8% |