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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 | $194,713 | $86,298+125.6% | $111,308+74.9% | $85,847+126.8% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 27.79% | 19.99%+7.8pp | 54.67%-26.9pp | 318.61%-290.8pp |
| Employer contribution / active EE | $2,074 | $2,044+1.5% | $2,732-24.1% | $2,565-19.2% |
| Participant deferral / active EE | $5,114 | $3,641+40.5% | $4,487+14.0% | $3,952+29.4% |
| Admin fee / account holder | $3,346 | $8,189-59.1% | $7,965-58.0% | $6,261-46.6% |