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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 | $234,381 | $88,672+164.3% | $105,223+122.7% | $82,448+184.3% |
| Participation rate | 93.4% | 67.9%+25.5pp | 75.0%+18.4pp | 68.1%+25.4pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,062 | $3,048-32.3% | $3,689-44.1% | $2,551-19.2% |
| Participant deferral / active EE | $4,693 | $4,036+16.3% | $5,072-7.5% | $4,139+13.4% |
| Admin fee / account holder | $18,615 | $7,146+160.5% | $8,859+110.1% | $7,234+157.3% |