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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 | $239,329 | $91,198+162.4% | $178,503+34.1% | $79,856+199.7% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 13.63% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,423 | $3,257+66.5% | $5,011+8.2% | $2,471+119.5% |
| Participant deferral / active EE | $6,261 | $3,237+93.5% | $5,202+20.4% | $3,741+67.4% |
| Admin fee / account holder | $2,983 | $6,748-55.8% | $13,987-78.7% | $5,306-43.8% |