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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 | $227,421 | $64,920+250.3% | $103,693+119.3% | $86,983+161.5% |
| Participation rate | 81.8% | 63.6%+18.2pp | 72.6%+9.2pp | 69.5%+12.3pp |
| Annual return | 12.42% | 30.29%-17.9pp | 47.61%-35.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,267 | $2,141-40.8% | $2,920-56.6% | $2,584-51.0% |
| Participant deferral / active EE | $5,733 | $3,241+76.9% | $4,579+25.2% | $4,194+36.7% |
| Admin fee / account holder | $3,164 | $6,191-48.9% | $7,858-59.7% | $7,856-59.7% |