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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 | $77,814+118.6% | $158,223+7.5% | $86,983+95.5% |
| Participation rate | 93.0% | 68.4%+24.6pp | 79.2%+13.8pp | 69.5%+23.5pp |
| Annual return | 15.04% | 30.54%-15.5pp | 52.09%-37.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $2,394 | $2,592-7.7% | $4,109-41.7% | $2,584-7.4% |
| Participant deferral / active EE | $4,838 | $3,270+48.0% | $5,467-11.5% | $4,194+15.4% |
| Admin fee / account holder | $14,197 | $5,879+141.5% | $16,047-11.5% | $7,856+80.7% |