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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 | $163,284 | $83,337+95.9% | $67,834+140.7% | $273,972-40.4% |
| Participation rate | 86.7% | 76.4%+10.2pp | 68.8%+17.9pp | 83.0%+3.7pp |
| Annual return | 5.03% | 259.45%-254.4pp | 138.47%-133.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,307 | $3,287-29.8% | $2,403-4.0% | $4,869-52.6% |
| Participant deferral / active EE | $5,412 | $4,088+32.4% | $3,160+71.3% | $5,287+2.4% |
| Admin fee / account holder | $5,688 | $6,752-15.8% | $4,622+23.1% | $10,133-43.9% |