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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 | $203,974 | $91,198+123.7% | $178,503+14.3% | $79,856+155.4% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 15.32% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,232 | $3,257-0.8% | $5,011-35.5% | $2,471+30.8% |
| Participant deferral / active EE | $2,877 | $3,237-11.1% | $5,202-44.7% | $3,741-23.1% |
| Admin fee / account holder | $4,082 | $6,748-39.5% | $13,987-70.8% | $5,306-23.1% |