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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 | $236,926 | $73,978+220.3% | $96,515+145.5% | $75,173+215.2% |
| Participation rate | 83.1% | 66.4%+16.6pp | 74.3%+8.7pp | 67.2%+15.8pp |
| Annual return | 23.32% | 26.72%-3.4pp | 35.73%-12.4pp | 160.72%-137.4pp |
| Employer contribution / active EE | $2,684 | $2,931-8.4% | $3,740-28.2% | $2,671+0.5% |
| Participant deferral / active EE | $5,500 | $3,660+50.3% | $4,880+12.7% | $4,126+33.3% |
| Admin fee / account holder | $15,974 | $5,219+206.1% | $6,735+137.2% | $5,651+182.7% |