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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 | $199,497 | $90,486+120.5% | $78,676+153.6% | $273,972-27.2% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 6.08% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $15,301 | $3,175+381.9% | $2,850+436.9% | $4,869+214.3% |
| Participant deferral / active EE | $3,322 | $3,901-14.8% | $3,517-5.5% | $5,287-37.2% |
| Admin fee / account holder | $4,204 | $5,263-20.1% | $4,510-6.8% | $10,133-58.5% |