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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 | $170,063 | $78,690+116.1% | $161,489+5.3% | $87,485+94.4% |
| Participation rate | 93.0% | 67.5%+25.6pp | 78.7%+14.3pp | 68.9%+24.1pp |
| Annual return | 15.04% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,394 | $2,588-7.5% | $4,268-43.9% | $2,596-7.8% |
| Participant deferral / active EE | $4,838 | $3,311+46.1% | $5,630-14.1% | $4,274+13.2% |
| Admin fee / account holder | $14,197 | $6,724+111.1% | $16,006-11.3% | $7,775+82.6% |