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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 | $243,621 | $91,198+167.1% | $178,503+36.5% | $79,856+205.1% |
| Participation rate | 84.1% | 69.2%+14.9pp | 81.9%+2.2pp | 69.6%+14.5pp |
| Annual return | 12.89% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,891 | $3,257+19.5% | $5,011-22.3% | $2,471+57.5% |
| Participant deferral / active EE | $2,772 | $3,237-14.3% | $5,202-46.7% | $3,741-25.9% |
| Admin fee / account holder | $19,931 | $6,748+195.4% | $13,987+42.5% | $5,306+275.6% |