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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 | $195,605 | $73,839+164.9% | $143,788+36.0% | $68,495+185.6% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | 10.31% | 1.01%+9.3pp | -0.03%+10.3pp | -7.84%+18.1pp |
| Employer contribution / active EE | $5,147 | $3,184+61.7% | $4,952+3.9% | $2,596+98.2% |
| Participant deferral / active EE | $5,657 | $3,384+67.1% | $5,638+0.3% | $4,028+40.4% |
| Admin fee / account holder | $21,640 | $5,755+276.0% | $14,675+47.5% | $5,403+300.5% |