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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 | $206,661 | $88,672+133.1% | $105,223+96.4% | $82,448+150.7% |
| Participation rate | 89.4% | 67.9%+21.4pp | 75.0%+14.3pp | 68.1%+21.3pp |
| Annual return | 16.98% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $35,436 | $3,048+1062.6% | $3,689+860.7% | $2,551+1289.1% |
| Participant deferral / active EE | $5,368 | $4,036+33.0% | $5,072+5.8% | $4,139+29.7% |
| Admin fee / account holder | $5,442 | $7,146-23.8% | $8,859-38.6% | $7,234-24.8% |