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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 | $164,654 | $78,690+109.2% | $161,489+2.0% | $87,485+88.2% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 16.56% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,100 | $2,588-18.9% | $4,268-50.8% | $2,596-19.1% |
| Participant deferral / active EE | $5,508 | $3,311+66.4% | $5,630-2.2% | $4,274+28.9% |
| Admin fee / account holder | $2,447 | $6,724-63.6% | $16,006-84.7% | $7,775-68.5% |