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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 | $214,913 | $87,132+146.7% | $105,624+103.5% | $80,959+165.5% |
| Participation rate | 88.4% | 70.4%+17.9pp | 75.3%+13.1pp | 67.7%+20.7pp |
| Annual return | 15.19% | 17.03%-1.8pp | 116.20%-101.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,977 | $2,397-17.5% | $3,168-37.6% | $2,757-28.3% |
| Participant deferral / active EE | $4,844 | $3,985+21.5% | $5,013-3.4% | $4,300+12.6% |
| Admin fee / account holder | $18,351 | $8,449+117.2% | $10,961+67.4% | $6,925+165.0% |