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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 | $200,769 | $117,859+70.3% | $102,438+96.0% | $145,959+37.6% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 15.13% | 31.72%-16.6pp | 29.37%-14.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,294 | $3,615-8.9% | $3,024+8.9% | $4,661-29.3% |
| Participant deferral / active EE | $5,303 | $5,732-7.5% | $5,054+4.9% | $6,689-20.7% |
| Admin fee / account holder | $6,992 | $13,318-47.5% | $9,448-26.0% | $13,398-47.8% |