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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 | $171,010 | $78,690+117.3% | $161,489+5.9% | $87,485+95.5% |
| Participation rate | 91.9% | 67.5%+24.5pp | 78.7%+13.2pp | 68.9%+23.0pp |
| Annual return | 16.02% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $4,518 | $2,588+74.6% | $4,268+5.9% | $2,596+74.0% |
| Participant deferral / active EE | $3,757 | $3,311+13.5% | $5,630-33.3% | $4,274-12.1% |
| Admin fee / account holder | $2,340 | $6,724-65.2% | $16,006-85.4% | $7,775-69.9% |