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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 | $168,620 | $78,690+114.3% | $161,489+4.4% | $87,485+92.7% |
| Participation rate | 93.1% | 67.5%+25.6pp | 78.7%+14.4pp | 68.9%+24.2pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,675 | $2,588+119.3% | $4,268+33.0% | $2,596+118.6% |
| Participant deferral / active EE | $3,363 | $3,311+1.6% | $5,630-40.3% | $4,274-21.3% |
| Admin fee / account holder | $7,201 | $6,724+7.1% | $16,006-55.0% | $7,775-7.4% |