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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 | $187,117 | $64,920+188.2% | $103,693+80.5% | $86,983+115.1% |
| Participation rate | 83.1% | 63.6%+19.5pp | 72.6%+10.5pp | 69.5%+13.6pp |
| Annual return | 15.72% | 30.29%-14.6pp | 47.61%-31.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,977 | $2,141-7.7% | $2,920-32.3% | $2,584-23.5% |
| Participant deferral / active EE | $4,678 | $3,241+44.4% | $4,579+2.2% | $4,194+11.6% |
| Admin fee / account holder | $19,404 | $6,191+213.4% | $7,858+146.9% | $7,856+147.0% |