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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 | $227,099 | $95,406+138.0% | $185,849+22.2% | $85,847+164.5% |
| Participation rate | 84.8% | 68.8%+16.1pp | 81.7%+3.1pp | 69.3%+15.5pp |
| Annual return | 16.11% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $3,206 | $3,314-3.3% | $5,169-38.0% | $2,565+25.0% |
| Participant deferral / active EE | $5,058 | $3,424+47.7% | $5,569-9.2% | $3,952+28.0% |
| Admin fee / account holder | $2,647 | $7,214-63.3% | $16,244-83.7% | $6,261-57.7% |