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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 | $186,264 | $91,179+104.3% | $178,499+4.4% | $79,852+133.3% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 14.75% | 24.19%-9.4pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,195 | $3,256-32.6% | $5,011-56.2% | $2,471-11.2% |
| Participant deferral / active EE | $4,905 | $3,236+51.6% | $5,202-5.7% | $3,740+31.1% |
| Admin fee / account holder | $3,014 | $6,749-55.3% | $13,986-78.4% | $5,306-43.2% |