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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 | $169,833 | $88,672+91.5% | $105,223+61.4% | $82,448+106.0% |
| Participation rate | 79.2% | 67.9%+11.3pp | 75.0%+4.2pp | 68.1%+11.2pp |
| Annual return | 14.52% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,521 | $3,048-17.3% | $3,689-31.7% | $2,551-1.2% |
| Participant deferral / active EE | $4,781 | $4,036+18.5% | $5,072-5.7% | $4,139+15.5% |
| Admin fee / account holder | $3,719 | $7,146-48.0% | $8,859-58.0% | $7,234-48.6% |