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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 | $183,157 | $91,179+100.9% | $178,499+2.6% | $79,852+129.4% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 18.23% | 24.19%-6.0pp | 151.10%-132.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $4,450 | $3,256+36.7% | $5,011-11.2% | $2,471+80.1% |
| Participant deferral / active EE | $6,852 | $3,236+111.8% | $5,202+31.7% | $3,740+83.2% |
| Admin fee / account holder | $6,938 | $6,749+2.8% | $13,986-50.4% | $5,306+30.7% |