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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 | $193,575 | $91,198+112.3% | $178,503+8.4% | $79,856+142.4% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 13.91% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,953 | $3,257-9.3% | $5,011-41.1% | $2,471+19.5% |
| Participant deferral / active EE | $6,286 | $3,237+94.2% | $5,202+20.8% | $3,741+68.0% |
| Admin fee / account holder | $1,250 | $6,748-81.5% | $13,987-91.1% | $5,306-76.4% |