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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 | $190,162 | $88,672+114.5% | $105,223+80.7% | $82,448+130.6% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 16.33% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,852 | $3,048-6.4% | $3,689-22.7% | $2,551+11.8% |
| Participant deferral / active EE | $6,728 | $4,036+66.7% | $5,072+32.7% | $4,139+62.5% |
| Admin fee / account holder | $9,904 | $7,146+38.6% | $8,859+11.8% | $7,234+36.9% |