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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 | $203,468 | $91,179+123.2% | $178,499+14.0% | $79,852+154.8% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 10.62% | 24.19%-13.6pp | 151.10%-140.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $3,597 | $3,256+10.5% | $5,011-28.2% | $2,471+45.6% |
| Participant deferral / active EE | $5,839 | $3,236+80.5% | $5,202+12.2% | $3,740+56.1% |
| Admin fee / account holder | $27,332 | $6,749+305.0% | $13,986+95.4% | $5,306+415.1% |