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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 | $186,551 | $88,672+110.4% | $105,223+77.3% | $82,448+126.3% |
| Participation rate | 77.3% | 67.9%+9.3pp | 75.0%+2.2pp | 68.1%+9.2pp |
| Annual return | 13.06% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,321 | $3,048-23.8% | $3,689-37.1% | $2,551-9.0% |
| Participant deferral / active EE | $4,365 | $4,036+8.2% | $5,072-13.9% | $4,139+5.5% |
| Admin fee / account holder | $20,340 | $7,146+184.6% | $8,859+129.6% | $7,234+181.2% |