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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 | $191,079 | $101,950+87.4% | $125,529+52.2% | $86,983+119.7% |
| Participation rate | 81.1% | 70.2%+10.9pp | 74.7%+6.4pp | 69.5%+11.5pp |
| Annual return | 16.42% | 18.29%-1.9pp | 202.56%-186.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,057 | $2,358-12.8% | $3,058-32.7% | $2,584-20.4% |
| Participant deferral / active EE | $5,453 | $3,862+41.2% | $4,813+13.3% | $4,194+30.0% |
| Admin fee / account holder | $2,205 | $12,791-82.8% | $16,298-86.5% | $7,856-71.9% |