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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 | $184,692 | $91,198+102.5% | $178,503+3.5% | $79,856+131.3% |
| Participation rate | 83.8% | 69.2%+14.6pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 13.73% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,913 | $3,257+50.9% | $5,011-2.0% | $2,471+98.8% |
| Participant deferral / active EE | $3,090 | $3,237-4.5% | $5,202-40.6% | $3,741-17.4% |
| Admin fee / account holder | $2,453 | $6,748-63.7% | $13,987-82.5% | $5,306-53.8% |