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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 | $189,429 | $91,167+107.8% | $178,498+6.1% | $79,858+137.2% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 15.35% | 24.19%-8.8pp | 151.09%-135.7pp | 31.72%-16.4pp |
| Employer contribution / active EE | $5,316 | $3,255+63.3% | $5,011+6.1% | $2,471+115.1% |
| Participant deferral / active EE | $4,567 | $3,236+41.1% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $1,849 | $6,747-72.6% | $13,985-86.8% | $5,306-65.2% |