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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 | $204,053 | $91,167+123.8% | $178,498+14.3% | $79,858+155.5% |
| Participation rate | 70.8% | 69.2%+1.6pp | 81.9%-11.2pp | 69.6%+1.1pp |
| Annual return | 17.45% | 24.19%-6.7pp | 151.09%-133.6pp | 31.72%-14.3pp |
| Employer contribution / active EE | $4,913 | $3,255+50.9% | $5,011-1.9% | $2,471+98.9% |
| Participant deferral / active EE | $3,144 | $3,236-2.8% | $5,202-39.6% | $3,740-15.9% |
| Admin fee / account holder | $4,396 | $6,747-34.8% | $13,985-68.6% | $5,306-17.1% |