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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 | $189,560 | $98,766+91.9% | $149,730+26.6% | $79,852+137.4% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.6%+16.6pp |
| Annual return | 21.37% | 27.43%-6.1pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $2,090 | $3,217-35.0% | $4,645-55.0% | $2,471-15.4% |
| Participant deferral / active EE | $7,156 | $5,681+26.0% | $6,843+4.6% | $3,740+91.3% |
| Admin fee / account holder | $4,613 | $6,052-23.8% | $9,310-50.5% | $5,306-13.1% |