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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 | $181,613 | $90,486+100.7% | $78,676+130.8% | $273,972-33.7% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | 5.22% | 75.62%-70.4pp | 62.19%-57.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,343 | $3,175+5.3% | $2,850+17.3% | $4,869-31.3% |
| Participant deferral / active EE | $5,700 | $3,901+46.1% | $3,517+62.1% | $5,287+7.8% |
| Admin fee / account holder | $12,440 | $5,263+136.4% | $4,510+175.8% | $10,133+22.8% |