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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 | $211,241 | $88,672+138.2% | $105,223+100.8% | $82,448+156.2% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.3pp | 68.1%+26.3pp |
| Annual return | 17.93% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,147 | $3,048+3.3% | $3,689-14.7% | $2,551+23.4% |
| Participant deferral / active EE | $5,541 | $4,036+37.3% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $18,244 | $7,146+155.3% | $8,859+105.9% | $7,234+152.2% |