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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 | $93,345+81.9% | $119,126+42.6% | $87,485+94.1% |
| Participation rate | 79.2% | 68.7%+10.5pp | 75.8%+3.5pp | 68.9%+10.3pp |
| Annual return | 14.52% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,521 | $3,172-20.5% | $4,034-37.5% | $2,596-2.9% |
| Participant deferral / active EE | $4,781 | $4,099+16.6% | $5,318-10.1% | $4,274+11.9% |
| Admin fee / account holder | $3,719 | $8,039-53.7% | $10,693-65.2% | $7,775-52.2% |