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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 | $205,680 | $91,179+125.6% | $178,499+15.2% | $79,852+157.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 17.58% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,225 | $3,256-31.7% | $5,011-55.6% | $2,471-10.0% |
| Participant deferral / active EE | $4,459 | $3,236+37.8% | $5,202-14.3% | $3,740+19.2% |
| Admin fee / account holder | $3,913 | $6,749-42.0% | $13,986-72.0% | $5,306-26.3% |