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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 | $186,103 | $107,421+73.2% | $182,262+2.1% | $94,015+98.0% |
| Participation rate | 92.0% | 77.8%+14.2pp | 84.2%+7.8pp | 70.8%+21.2pp |
| Annual return | 14.68% | 21.32%-6.6pp | 140.60%-125.9pp | 17.84%-3.2pp |
| Employer contribution / active EE | $2,021 | $3,448-41.4% | $5,046-59.9% | $2,790-27.5% |
| Participant deferral / active EE | $4,193 | $6,558-36.1% | $8,276-49.3% | $4,249-1.3% |
| Admin fee / account holder | $9,101 | $8,692+4.7% | $16,712-45.5% | $8,951+1.7% |