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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 | $176,368 | $104,694+68.5% | $85,709+105.8% | $167,536+5.3% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 9.62% | 21.45%-11.8pp | 21.49%-11.9pp | 478.82%-469.2pp |
| Employer contribution / active EE | $4,538 | $3,337+36.0% | $2,619+73.3% | $4,839-6.2% |
| Participant deferral / active EE | $4,341 | $4,826-10.0% | $3,924+10.6% | $6,342-31.5% |
| Admin fee / account holder | $1,513 | $10,035-84.9% | $6,876-78.0% | $12,315-87.7% |