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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 | $211,558 | $78,423+169.8% | $95,964+120.5% | $79,856+164.9% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.8pp | 69.6%+14.2pp |
| Annual return | 10.55% | 19.37%-8.8pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,632 | $1,945+35.3% | $2,541+3.6% | $2,471+6.5% |
| Participant deferral / active EE | $5,373 | $3,440+56.2% | $4,167+29.0% | $3,741+43.6% |
| Admin fee / account holder | $35,145 | $5,622+525.2% | $6,797+417.0% | $5,306+562.3% |