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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 | $210,798 | $91,198+131.1% | $178,503+18.1% | $79,856+164.0% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.3pp | 69.6%+6.0pp |
| Annual return | 12.43% | 24.20%-11.8pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,355 | $3,257-27.7% | $5,011-53.0% | $2,471-4.7% |
| Participant deferral / active EE | $6,023 | $3,237+86.1% | $5,202+15.8% | $3,741+61.0% |
| Admin fee / account holder | $4,017 | $6,748-40.5% | $13,987-71.3% | $5,306-24.3% |